Simon Sun is an investment advisor representative with Gerber Kawasaki. Born and raised in Taipei, Taiwan, Simon has built his interest and passion in financial industry because of his father's edification as a former fund manager. With the passion, he received his Bachelor's degree in Economics from University of California, San Diego and went to London School of Economics and Political Science (LSE) for his Master's degree in Financial Economics. Before joining Gerber Kawasaki, Simon worked as an entrepreneur and an equity trader for a local broker/dealer firm. In order to assist his clients to reach their financial dreams, Simon joined Gerber Kawasaki while sharing the same vision with the company. Being first generation immigration, Simon wants to help young individuals, families, entrepreneurs and immigrants to not only ease their financial stress but also achieve their financial goals.
Simon specializes in retirement planning, education funding, income growth, portfolio management, and wealth preservation. With the extensive background in financial industry, Simon enjoys customizing plans for each client to meet their specific needs. Through communicating with clients and helping them look at the bigger picture of the complex market, asset allocation can be implemented in an efficient and effective way. Simon believes that building strong, trustworthy, and long-term relationships are crucial and he believes that a successful financial advisor can change one's life in the good way.
When he is not working, Simon enjoys fishing, golfing, playing basketball, and reading. He is also an antique collector and a tea lover. Simon is actively involved in the Chinese and Taiwanese communities and enjoys meeting new friends. In addition to assisting clients, he continues to work on his own research in the stock market as he views it as treasure hunting.
*Simon is a registered representative with and offers securities through LPL Financial, (Member of FINRA and SIPC) and currently holds his Series 7, Series 63 and Series 66 registrations as well as licenses for California Accident and Health, and Life Insurance.