Kristin Sun, CFP®, CDFA®
Senior Wealth Manager
Director of Financial Planning
Shareholder
650–854–9150 Email Me LinkedInCertifications:
CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Divorce Financial Analyst®
Series 65 Securities License
Education:
B.A. Interdisciplinary Studies - University of California, Berkeley
Experience:
Joined Sand Hill in 2011
More than 20 years of Wealth Management experience
Relationship Manager - Morgan Stanley Private Wealth Management
Assistant Vice President, Branch Administrator - Morgan Stanley Smith Barney
Professional Associations:
Member, Finance Committee - Peninsula Health Care District
Member, Board of Directors - Atkinson Foundation
Member, Finance Committee - Atkinson Foundation
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 20 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.
As Sand Hill’s Director of Financial Planning, Kristin oversees the firm’s full suite of financial planning services. She is responsible for ensuring the Sand Hill team is up-to-date on tax and estate planning developments while also providing mentorship and guidance to the firm’s Financial Planners and next generation advisors.
Kristin enjoys supporting her local community through her work on the Peninsula Health Care District Finance Committee, and on the Board of Directors of the Atkinson Foundation. 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.
Watch Kristin’s Spotlight Video:
Articles Written by Kristin Sun:
Sand Hill Global Advisors, LLC (“SHGA”) is a registered investment adviser with the Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. SHGA may only transact business in the states where the firm is noticed filed or otherwise exempt. For additional disclosures, including information on credential designations of SHGA representatives please see our Form ADV Part 2A and 2B Brochures, which can be obtained by clicking here or calling us at 650-854-9150.
In this installment of the Sand Hill Interview Series, Senior Wealth Manager Kristin Sun, CFP®, CDFA®, and Co-Chief Investment Officer Mark Strahs discuss how stock concentrations have become a huge driver of today’s wealth, and the importance of diversifying away from stock concentrations.