David Sun focuses on planning for corporate retirement benefits and key-executives risk management. His business includes defined benefit, defined contribution such as 401(k) and 403(b), executive bonus program, supplemental executive retirement plan (SERP), deferred compensation plan, and key person insurance planning.
David is committed to help all business owners to identify their financial needs and provides business solution accordingly. His holistic approach from initial analysis and design followed by years of continuous advice and service allow business owners to focus on their business and not worry about their employees benefit programs. In addition, David Sun works with all major retirement service providers and Third Party Administrators (TPAs) in the industry to provide the best financial solutions for his clients.
David received his B.S. degree in mechanical engineering from University of California Santa Barbara and M.S. degree in mechanical engineering from California State University Long Beach. Currently, he resides in Los Angeles County, California with his wife and sons.
Californiia Insurance License # 0I30649