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Yachen Sun (孫亞辰), CFP, CEPA

CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor

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Yachen Sun, CFP, CEPA

Financial Advisor
CERTIFIED FINANCIAL PLANNER®

Email Address

yachen.sun@wellsfargoadvisors.com

Phone Number

(949) 209-3106

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Yachen Sun is a Financial Advisor based in Newport Beach, California, with 12 years of experience in the financial services industry. He is driven by a deep curiosity for learning - whether exploring new financial concepts, understanding client backgrounds, or uncovering what motivates people - and by a genuine passion for helping clients achieve lasting sense of confidence. Yachen brings a thoughtful, purpose‑driven approach to every client relationship.

As a member of the Wealth Design Financial Architects Group of Wells Fargo Advisors, a Private Wealth team serving ultra-high-net-worth individuals and their trusted advisors, Yachen specializes in serving business owners and real estate owners preparing for significant liquidity events. His focus is on proactive, tax‑aware planning designed to help clients navigate complex financial decisions well in advance of a business or property sale.

Yachen holds the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor® designations, earned a degree in Economics from the University of California, San Diego and is also fluent in Mandarin.

Outside of the office, Yachen enjoys staying active and curious through pickleball, weightlifting, cooking, exploring new restaurants, and traveling. He values time with his family, including his wife, their young son, and their American Cocker Spaniel. Community, family, and continued personal growth are central to who he is—both professionally and personally

CA Insurance License #0I92888, Resident State CA

Certificates

CFP, CEPA

Education

  • University of California, San Diego

Languages

  • Chinese

CA State License

0I92888

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The fees for advisory programs are asset-based and assessed quarterly in advance. There may be a minimum fee to maintain this type of account. Fees include advisory services, performance measurement, transaction costs, custody services, and trading. These fees do not cover the fees and expenses of any underlying exchange traded fund (ETF), closed-end funds, or mutual funds in the portfolio. Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $2,000,000.

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The fees for advisory programs are asset-based and assessed quarterly in advance. There may be a minimum fee to maintain this type of account. Fees include advisory services, performance measurement, transaction costs, custody services, and trading. These fees do not cover the fees and expenses of any underlying exchange traded fund (ETF), closed-end funds, or mutual funds in the portfolio. Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $2,000,000.

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Wells Fargo Advisors

520 NEWPORT CENTER DRIVE
17th FLOOR
NEWPORT BEACH, CA 92660
Local Phone: (949) 209-3106
yachen.sun@wellsfargoadvisors.com
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