Tina Sun

Founder at Taurus Financial | Jersey City, New Jersey, United States

About Tina Sun

Tina Sun is a distinguished managing partner and co-founder of Taurus Financial, where she leverages her extensive expertise as an LPL Financial Advisor to provide tailored financial solutions for high-net-worth individuals, entrepreneurs, executives, and business owners across the nation. Under her leadership, Taurus Financial has carved out a niche in the competitive landscape of wealth management, focusing on complex financial planning that encompasses equity compensation, investment strategies, trust services, and business succession planning.

Her commitment to excellence has not gone unnoticed; Tina has been recognized as one of Forbes' Top Best-in-State Financial Security Professionals for three consecutive years (2022, 2023, 2024), a testament to her deep understanding of the intricacies of wealth management and her ability to navigate the evolving financial landscape. At Taurus Financial, she spearheads key projects that integrate structured notes, equities, and derivatives into comprehensive financial strategies, ensuring that her clients' portfolios are not only robust but also aligned with their long-term goals.

Tina's proficiency with advanced financial instruments, including hedge funds and Bloomberg analytics, allows her to craft innovative solutions that address the unique challenges faced by her clientele. Her holistic approach to wealth management empowers clients to make informed decisions, ultimately enhancing their financial security and legacy. As a thought leader in the industry, Tina continues to advocate for personalized financial strategies that adapt to the dynamic needs of her clients, reinforcing Taurus Financial's reputation as a premier destination for sophisticated financial planning.

Tina Sun Work