Skip to Main Content
portrait of Josh Sun
FINANCIAL ADVISOR

Josh Sun

CFP®, CEPA®
14748 Pipeline Ave Suite F, Chino Hills, CA 91709opens in a new window
CallSend Me a Message

About Josh

As an Edward Jones financial advisor, I enjoy developing long-term relationships with my clients in which you have the opportunity to build wealth, live generously and leave a legacy. We accomplish this by using an established process to build a personalized strategy that can help achieve what's most important to you.

Prior to Edward Jones, I worked at the Hunting Memorial Liver Center in Pasadena and later helped start an IT company. With over a decade of experience in healthcare and entrepreneurship, I love listening to individuals talk about what drives them – their visions and dreams. Not only that, I...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesFebruary 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • CA State Univ-Los AngelesBachelor of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Music
  • Football

Team Members

  • Jessica Koerner
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(909) 597-9619

Fax

(866) 446-3938

Office Address

14748 Pipeline Ave Suite F
Chino Hills, CA 91709opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More