Roles and Responsibilities

Sun Young provides financial services including retirement planning, family and business protection, college savings, and estate planning. She has good experiences on 401(k) rollovers and College Saving Plans as well as life insurance and annuity. She is calm, consistent, sincere, and persevering to provide the best financial services to clients and meet their needs.

Career History and Focus

Sun Young has been in the finance and insurance industry since 2016. She began her career providing financial services to assist families with their financial planning. Sun Young aims to build long-term and trustworthy relationships with customers. She primarily focuses on 401(k) rollovers and College Savings Plans, along with life insurance and annuity.

Although she majored in mathematics with a minor in computer science, applied mathematics has always been an interest and became the foundation of her career. She also worked as a software engineer and marketing specialist at Samsung Electronics for 13 years, eventually earning manager title. She uses her computer and presentation skills to create accurate illustrations and visual financial plans for both individual and business clients.

Educations

Sun Young has a Bachelor Degree of Mathematics from the Ewha Woman’s University. She graduated from Dong Myung High School in Seoul, Korea.