Biography

Stewardship is defined as the careful and responsible management of an item or task entrusted into one’s care. As a financial advisor for over 10 years, Sunny Singh, CFP® takes great pride in his commitment to act as a steward for select individuals in the high-net-worth community. Clients trust Sunny and his team of specialists to help plan the intricate details of their big picture dreams, and together, he works with his clients to make prudent decisions about their future retirement, executive compensation, charitable intentions and multi-generational wealth. Through intense listening and a broad knowledge base, each plan is designed to be clear and concise, with client driven goals and measurable results at the heart of the plan. In turn, he has designed this process with the hope that his clients are confidently able to make sound decisions about their future and the legacy they will leave behind.

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®), Sunny is committed to a holistic planning approach through various wealth management strategies. His clients’ financial needs are often complex, and possibly extend to multiple generations; by tapping into the resources at Wedbush Securities and utilizing his clients’ other consultants, such as attorneys and CPAs, he will craft a carefully coordinated action plan.

The process starts with focused communication. In your first meeting with Sunny, much of the conversation will center on your immediate and long-term priorities, your values as related to money, expectations of Sunny and his service, and your family dynamics. If determined to be a fit after the meeting, you will have his unwavering commitment to the stewardship of your family’s wealth, including an evaluation of your financial goals through a written investment plan.

Sunny holds his Bachelors of Science degree in Finance and Corporate Management from California State University East Bay. He enjoys participating in many volunteering opportunities, and is a member of the Rotary Club of San Francisco, the second oldest Rotary Club in the world. His personal desire to live a well-balanced life includes helping others in need and being connected with the community he lives and works in. His favorite pastimes include barbequing, fishing, sports, and reading.

Credentials

  • Holds CERTIFIED FINANCIAL PLANNER™ designation
  • BS in Finance and Corporate Management from Cal State East Bay
  • Holds his Series 7 & 66 licenses
  • CA Insurance Lic. # 0G59023

SPECIALIZATIONS

LICENSED IN

CA, FL, IL, OR

Mission Statement