Kristin Sun

Kristin Sun, CFP®, CDFA®

Senior Wealth Manager
Shareholder
650–854–9150 LinkedIn

Kristin Sun was born and raised with a Silicon Valley mindset. Originally from Mountain View, she grew up alongside this hub of technology and innovation. Watching her father enjoy a fulfilling career at Hewlett Packard, Kristin always knew she wanted to be involved in this exciting and entrepreneurially-minded culture.

As a Senior Wealth Manager, Kristin is passionate about helping her clients achieve financial peace of mind. With over 18 years of wealth management experience, she takes a hands-on approach to analyzing cash flow needs, thinking through inputs, outcomes, and life events like buying homes, supporting a loved one, or facing liquidity events such as IPOs and company sales. Kristin focuses on proactively stress testing financial plans and avoiding surprises. Her ability to take a deep dive into the details lends perfectly to her specialization in divorce financial planning. In this arena, she guides clients through the complexities of marital dissolution, as well as pre- and post-nuptial planning. In addition, Kristin provides advice in the areas of education funding (something that’s personally important to her as a mom), charitable giving strategies, and guiding executives and entrepreneurs on diversifying out of concentrated exposures.

Out of the office you might find Kristin with her family enjoying the outdoors in South Lake Tahoe, or with her nose buried in a good work of fiction. It’s the perfect balance for the real-world challenges she regularly helps clients navigate.

Latest Blog Posts by Kristin Sun

Jul 29, 2021
What Happens After Inheriting an IRA or Roth IRA?
What Happens After Inheriting an IRA or Roth IRA?

The Individual Retirement Account (IRA) first came into existence over four decades ago, followed in 1997 by its lesser known sibling, the Roth IRA. Fast

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Mar 10, 2021
Why It’s Time to Manage Your Company Stock Before It Manages You
Why It’s Time to Manage Your Company Stock Before It Manages You

https://www.youtube.com/embed/gan-e6fLplI Below is a transcript of the video interview. Kristin Sun: Welcome, everyone, to another episode of the Sand Hill Interview series. I'm Kristin Sun,

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Jan 8, 2021
California’s Proposition 19 Institutes New Property Tax and Transfer Rules
California’s Proposition 19 Institutes New Property Tax and Transfer Rules

In the November 2020 election, California voters narrowly passed Proposition 19, a measure that impacts two major areas related to property tax and property transfer.

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Aug 10, 2020
Sand Hill’s Divorce Guide
Sand Hill’s Divorce Guide

Navigating the Financial Aspects of the Marital Dissolution Process For more than 25 years, Sand Hill’s Divorce Financial Planning team has partnered with family law

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Jul 14, 2020
Understanding the Side Effects of Working from Any Home
Understanding the Side Effects of Working from Any Home

For those fortunate to have jobs that allow working remotely, the transition to working from home (WFH) during the COVID-19 shelter-in-place has been relatively seamless.

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Jan 31, 2020
The Proper Way to Name a Minor as Your IRA Beneficiary
The Proper Way to Name a Minor as Your IRA Beneficiary

One of the more common requests we hear from clients is their preference to name their minor children as IRA beneficiaries. Unfortunately, minors are legally

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Nov 5, 2019
Long-Term Disability Insurance: Don’t Overlook This Employee Benefit
Long-Term Disability Insurance: Don’t Overlook This Employee Benefit

Fall is in the air and the season of pumpkin spiced coffee drinks, professional football and holiday planning is upon us. This is also the

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Jul 24, 2019
Extra Planning Matters When Traveling During Retirement
Extra Planning Matters When Traveling During Retirement

Travel during retirement typically requires more planning and preparation than vacations taken earlier in life. These vacations tend to last longer, and, for a variety

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Apr 24, 2019
Renting Out the Family Vacation Home
Renting Out the Family Vacation Home

If you own a family vacation home in the mountains of Tahoe or anywhere else in the country or world, congratulations! The incredible memories made

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