JOSH SUN

As an Edward Jones financial advisor, I enjoy developing long-term relationships with my clients in which you have the opportunity to build wealth, live generously and leave a legacy. We accomplish this by using an established process to build a personalized strategy that can help achieve what's most important to you.

Prior to Edward Jones, I worked at the Hunting Memorial Liver Center in Pasadena and later helped start an IT company. With over a decade of experience in healthcare and entrepreneurship, I love listening to individuals talk about what drives them – their visions and dreams. Not only that, I enjoy the process of planning and partnership to help them achieve these important goals. My passion is to help you focus on building a strategy for retirement, protect your family from the unexpected and create a plan for your estate.

Helping business owners with business succession planning is a very important aspect to my business. In 2022, I completed an educational program and earned the Certified Exit Planning Advisor® designation. The training courses that make up this program cover many aspects of business and succession planning including: assessing business readiness and personal financial preparedness, effectively engaging with the client team of CPAs, attorneys and other professionals, integrating strategies into professional, personal, and financial goals and building and preserving family wealth for future generations

My branch office administrator, Jessica Koerner, enjoys partnering together with our clients to help keep you on track toward reaching your goals by providing excellent service. When not at work, she loves playing in roller hockey tournaments and fishing. Jessica played roller hockey for team USA for two years and brought home a silver and gold medal.

We embrace the opportunity to serve our community by helping you feel understood, informed, in control and secure about your future. We look forward to partnering together over your lifetime to keep you and your family on track with what's most important.

As an Edward Jones financial advisor, I enjoy developing long-term relationships with my clients in which you have the opportunity to build wealth, live generously and leave a legacy. We accomplish this by using an established process to build a personalized strategy that can help achieve what's most important to you.

Prior to Edward Jones, I worked at the Hunting Memorial Liver Center in Pasadena and later helped start an IT company. With over a decade of experience in healthcare and entrepreneurship, I love listening to individuals talk about what drives them – their visions and dreams. Not only that, I enjoy the process of planning and partnership to help them achieve these important goals. My passion is to help you focus on building a strategy for retirement, protect your family from the unexpected and create a plan for your estate.

Helping business owners with business succession planning is a very important aspect to my business. In 2022, I completed an educational program and earned the Certified Exit Planning Advisor® designation. The training courses that make up this program cover many aspects of business and succession planning including: assessing business readiness and personal financial preparedness, effectively engaging with the client team of CPAs, attorneys and other professionals, integrating strategies into professional, personal, and financial goals and building and preserving family wealth for future generations

My branch office administrator, Jessica Koerner, enjoys partnering together with our clients to help keep you on track toward reaching your goals by providing excellent service. When not at work, she loves playing in roller hockey tournaments and fishing. Jessica played roller hockey for team USA for two years and brought home a silver and gold medal.

We embrace the opportunity to serve our community by helping you feel understood, informed, in control and secure about your future. We look forward to partnering together over your lifetime to keep you and your family on track with what's most important.