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 more than 15 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 at the helm of a board meeting for StarVista, a non-profit agency that provides preventive mental health services to underserved youth throughout San Mateo County, 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 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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Jan 16, 2019
Finding Your Optimal Path for Legal Representation When Contemplating Divorce
Finding Your Optimal Path for Legal Representation When Contemplating Divorce

When contemplating divorce, there are understandably a significant amount of personal and practical considerations to examine. A good place to begin is to familiarize yourself

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Oct 29, 2018
A Step Forward in Safeguarding Seniors Against Financial Exploitation
A Step Forward in Safeguarding Seniors Against Financial Exploitation

The financial exploitation of seniors and other vulnerable adults has become a widespread issue today. And with more members of the baby boomer population reaching

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Sep 13, 2018
Demystifying Social Security Retirement Benefits for Divorcees
Demystifying Social Security Retirement Benefits for Divorcees

Understanding Social Security retirement benefits can be a daunting task for many, but even more so for divorcees. The eligibility rules are different when collecting

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Jul 31, 2018
Choosing the Right Executor Part 2: Breaking Down the Options
Choosing the Right Executor Part 2: Breaking Down the Options

In Part One of this series, we explored the six key qualities and characteristics to consider when selecting the executor and successor trustee for your

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Jul 26, 2018
Choosing the Right Executor Part 1: Key Characteristics to Consider
Choosing the Right Executor Part 1: Key Characteristics to Consider

One critical component of a solid estate plan is the named successor trustee(s) and executor(s). This is the person (or people) who will safe-guard and

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Jan 25, 2018
Revisiting Donor Advised Funds to Help the Most Vulnerable Charities
Revisiting Donor Advised Funds to Help the Most Vulnerable Charities

It is estimated that the newly passed tax law could result in a reduction of billions of dollars in charitable giving starting this year. Although

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Nov 6, 2017
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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