Taurus Financial
Tina Sun, CFA, EA is the Founder and Managing Partner of Taurus Financial, a boutique financial services firm established in January 2017 that focuses on high-net-worth individuals, entrepreneurs, executives, and business owners, and has been recognized as a Forbes Top Best-in-State Financial Security Professional for three consecutive years (2022, 2023, 2024). Prior to this role, Tina Sun served as Vice President at Credit Suisse from June 2007 to December 2016, specializing in equity derivatives sales and the structuring of retail products, exchange-traded notes, and OTC hedging products. Tina Sun began the career as a Summer Analyst in a Sales and Trading program. Tina Sun holds a Master’s degree in Financial Engineering from the University of Michigan, and a BA in Economics with a minor in Law from Nanjing University, alongside further education at the National University of Singapore.
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Taurus Financial
Taurus Financial is a boutique financial advisory firm catering to executives, entrepreneurs, and businesses across the United States. Our Services include: - Comprehensive Financial Planning, emphasizing equity compensation planning and estate planning. - Wealth Management, specializing in complex products such as structured notes and alternative investments. - Small Business Benefit Plans, encompassing 401k, defined benefit plans, group health insurance, and more. Disclosure: • Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC spic.org • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.