Julie H. Sun, CPA
Investment Advisor Representative
Julie Sun is a Certified Public Accountant. She is an Investment Advisor Representative with Transamerica Financial Advisors, Inc. Julie holds her life & health insurance license as well as series 6, 63, and 65 investment licenses....
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.