Grace Sun

I joined Boston Wealth Strategies as a Paraplanner shortly after graduating from Brandeis University as a Business and Film double major with a Psychology minor. I work closely with and support our financial planners and advisors by ensuring all data and research surrounding a client’s planning needs have been met. I am passionate about creating meaningful connections with our clients and helping them establish a sense of ease surrounding their finances.

I currently reside in South Boston, MA with friends from high school and enjoy spending my time outside of work exploring the outdoors, reading, and seeing friends and family. I grew up playing tennis and the piano and hope to continue these hobbies throughout my life.

Education

• Brandeis University, Waltham, MA – B.A. in Business (Finance focus) and Film

Professional Memberships

• Financial Planning Association

Professional Designations, Certifications, Registrations, and Licenses

• CERTFIED FINANCIAL PLANNING® certification awarded by CFP® Board
• Registered representative of Commonwealth Financial Network®
• FINRA Series 7 securities registration
• FINRA Series 63 (Uniform Securities Agent) securities registration

My top 3 reads and podcasts are…

Huberman Lab podcast for all things health. Morning Brew Daily podcast for fun and easy-to-digest daily updates in the business world and beyond. And Then There Were None or any Agatha Christie mystery novel for a quick read because you won’t be able to put it down.