Our People

Jason Sun, CFP^®

Wealth Advisor

Jason Sun is a Wealth Advisor at LourdMurray, where he designs and implements comprehensive financial plans for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. He works closely with clients’ legal, tax, and estate professionals to develop integrated strategies that support long-term wealth preservation, growth, and legacy planning.

Jason is a CERTIFIED FINANCIAL PLANNER^® professional—one of the most rigorous and respected credentials in the financial services industry, requiring deep technical understanding in areas such as investment management, estate planning, tax strategy, insurance, and retirement planning.

Prior to joining LourdMurray, Jason held advisory roles at several reputable institutions including Fidelity Investments, The Vanguard Group, LPL Financial, and Citibank. His background spans portfolio management, risk-sensitive investment strategies, and personalized financial solutions tailored to the unique goals of HNW and UHNW individuals and families.

Jason holds a Master’s degree in Wealth Management from Columbia University and dual Bachelor’s degrees in Economics and Global Studies from the University of California, Riverside. Jason is recognized for a thoughtful, client-centered approach that emphasizes clear communication, technical skill, and an understanding of the complexities involved in managing significant financial assets.