Paul P. Sun CFS®

Paul P. SunPaul P. Sun is the founder and President of SunQuest Wealth Management LLC. He graduated in 1987 from Temple University with a BBA in Human Resource Management and a minor in Finance. Paul has over twenty years of experience in the financial industry and holds the professional designation of Certified Fund Specialist (CFS).

Prior to the founding of SunQuest Wealth Management, LLC, Paul was associated with Ellis Investment Partners, LLC, from April of 2012 to September of 2013 and Capital Management Services Inc. from October of 2004 to March of 2012 as a Portfolio Consultant. Prior to that, Paul was an Investment Specialist with Charles Schwab & Co. Inc. from February of 1999 to October of 2004. Paul started his Finance career with Lincoln Financial Advisors.

Paul and his wife Suzanne, have been married for over twenty five years and have two children. Paul has served on the board of directors as the Vice President of the Chinese Lee Ming School and also on the board of directors for the Taiwanese Association of Greater Philadelphia.

Paul balances his lifestyle by promoting fitness and health through the Martial Arts. He currently holds a 7th Degree Black Belt in the in the Art of Kung Fu and has been recognized as one of the top practitioners around the world.