CORPORATE 529

A Corporate 529 Plan

Benefits Your Employees and Your Company

ENCOURAGE

Foster a work culture which views employees holistically as part of a family, in addition to an employee.

EDUCATE

Inspire adult learners within your organization to further their own education.

ENJOY

Earn the respect and trust of tomorrow’s leaders, by having contributed to their education.

EARN

Attract top talent in a competitive hiring market and benefit your local economy by fostering an educated work force.

ABOUT THE FOUNDER

Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted independent wealth management firm providing financial planning services to business owners, senior executives and established families throughout the West Coast, with a particular focus on professionals and entrepreneurs within the media and entertainment industries. Sun focuses on creatively customizing portfolios for its clients and specializes in multigenerational wealth plans.

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CONTACT US

Part of our commitment to you is helping you navigate through the decision process. As specialists in this space, we will help you and your company set-up and maintain your Corporate 529 plan.

We would love to hear from you!

  • (800) 213-5888​
  • 17500 Red Hill Avenue, Suite 140, Irvine, CA 92614

© Campaign For Next Generation Employees 2013

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Sun Group Wealth Partners, a registered investment advisor and a separate entity from LPL Financial.
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