My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
- Financial Planning
- Fixed Income
- Foreign Exchange
- Stock Option Plans
- Municipal Bonds
- Professional Portfolio Management
- Exchange Traded Funds
- 401k Rollovers
- Masters Degree - Economics, 1994
- Bachelors Degree - Economics, 1992
- Qiumei Sun is a CERTIFIED FINANCIAL PLANNER (CFP) professional. She is currently a member of Pacesetter's Club within Morgan Stanley*, membership designed to honor and recognize the achievements of the firm's top investment advisors.
- Morgan Stanley*
Associate Vice President, CFP
- International Monetary Fund
- State Administration of Foreign Exchange
(China's equivalent of FED)
Deputy Division Chief
Capital Markets Division, Senior Economist
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Qiumei Sun is licensed in the following state(s):
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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