Exit Planning Institute - Find a CEPA

Yachen Sun is a based in Newport Beach, California, with 12 years of experience in the financial services industry. He is driven by a deep curiosity for learning - whether exploring new financial concepts, understanding client backgrounds, or uncovering what motivates people - and by a genuine passion for helping clients achieve lasting peace of mind. Yachen brings a thoughtful, purposedriven approach to every client relationship.

As a member of a Private Wealth team, Yachen works closely with ultra-high net-worth individuals and their trusted advisors, specializing in serving business owners and real estate owners preparing for significant liquidity events. His focus is on proactive, tax aware planning designed to help clients navigate complex financial decisions well in advance of a business or property sale.

Yachen holds the CFP®, CEPA®, and CLU® designations and earned a degree in Economics from the University of California, San Diego. He is also fluent in Mandarin, enabling him to serve a diverse and multicultural client base.

Outside of the office, Yachen enjoys staying active and curious through pickleball, weightlifting, cooking, exploring new restaurants, and traveling. He values time with his family, including his wife, their young son, and their American Cocker Spaniel. Community, family, and continued personal growth are central to who he is—both professionally and personally.

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Advisor Type: Financial Advisor
Website:
https://wellsfargo.com
Phone: 626-340-3299
City: Newport Beach
State: California
Postal Code: 92660
Country: United States
Designations: CFP®, CEPA®, CLU®
Markets Served: Business Owners, Real Estate Investors, Chinese Market
Company Name: Wells Fargo Advisors

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YACHEN SUN

YACHEN SUN

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Confidential Estate Planning Form

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

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Issue One: The Annual Exit Magazine

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The Impact of Unplanned Consequences on Business Value Whitepaper

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