Sarah Sun CFP®,MSF,MBA

Financial Planner at Fortis Lux Financial
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Experience

  • Fortis Lux Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Sep 2019 - Present

  • Baystate Financial
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Senior Financial Service Professional
      • Jan 2014 - Sep 2019

      Note: Baystate Financial was a marketing name of Metlife Securities during Jan 2014-June 2016, and now affiliated with MMLIS due to company reorganization. Note: Baystate Financial was a marketing name of Metlife Securities during Jan 2014-June 2016, and now affiliated with MMLIS due to company reorganization.

  • MetLife
    • United States
    • Insurance
    • 700 & Above Employee
    • Financial Planner
      • Nov 2008 - Jun 2016

  • State Street
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Manager Services
      • 2008 - 2009

  • Computershare
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Restricted Stock Transfer
      • 2007 - 2008

Education

  • Hult International Business School
    MBA, Management Consulting
    2006 - 2006
  • Boston College
    Master's Degree, Business Administration and Management, General
    2006 - 2006
  • Renmin University of China
    M.S., International Finance
    2002 - 2005
  • B.A., English Literature
  • The American College
    CFP® Certification Curriculum, Income Taxation, Retirement, Investments, Insurance, Estate Planning,Personal Financial Planning
    2010 - 2012

Community

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