Sarah Sun Email & Phone Number
Senior Financial Planner @ Fortis Lux Financial
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Sarah Sun Location
- Boston, MA, US
Sarah Sun Work
- Senior Financial Planner @ (September 2019 - Present)
- Senior Financial Service Professional @ (January 2014 - September 2019)
- Financial Planner @ (November 2008 - June 2016)
- Wealth Manager Services @ (January 2008 - January 2009)
- Restricted Stock Transfer @ (January 2007 - January 2008)
Sarah Sun Education
- The American College
CFP® Certification Curriculum (Income Taxation, Retirement, Investments, Insurance, Estate Planning,Personal Financial Planning)
2010-2012 - 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)
Sarah Sun Summary
- Sarah Sun, based in Boston, MA, US, is currently a Senior Financial Planner at Fortis Lux Financial. Sarah Sun brings experience from previous roles at Baystate Financial, MetLife, State Street and Computershare. Sarah Sun holds a 2010 - 2012 CFP® Certification Curriculum in Income Taxation, Retirement, Investments, Insurance, Estate Planning,Personal Financial Planning @ The American College. Sarah Sun has 1 emails on RocketReach.
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