Tina Sun
Founder and managing partner - Taurus Financial
- Role
- Founder and Managing Partner at Taurus Financial
- Location
- Jersey City, NJ, US
- LinkedIn followers
- 500 followers
About Tina Sun
Tina Sun is a managing partner, co-founder and LPL Financial Advisor at Taurus…
Experience
Founder and Managing Partner
Jan 2017 — Present · New York, NY, US
Taurus Financial is a boutique financial services firm for high-net-worth individuals, entrepreneurs, executives, and business owners. Serving clients across the country. Services includes- Complex Financial Planning, which usually involves equity comp, investment, trust, and business- Wealth management with a focus on alternative investments and tax efficient investing- Business benefit solutions, including 401k, defined benefit plan, group health insurance, etc.• Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Nanjing University
BA
University of Michigan
Master
Skills
- Hedge Funds
- Structured Notes
- Equities
- Derivatives
- Bloomberg
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