Professional Summary

Professional Overview

Sunny Handa is a seasoned Financial Advisor with Piller Financial Group, leveraging over three decades of industry experience to provide comprehensive wealth management solutions to clients. Sunny's expertise spans investment planning, risk management, and retirement strategies, empowering individuals and families to achieve their long-term financial goals.

Experience Summary

Current Role

As a Financial Advisor at Piller Financial Group, Sunny is responsible for providing personalized financial guidance and investment management services to a diverse clientele. He collaborates closely with clients to develop tailored financial plans, optimize portfolio allocations, and implement risk mitigation strategies. Sunny's commitment to client success has earned him a reputation as a trusted advisor within the local community.

Career Progression

Sunny's professional journey began as a Research & Development Project Manager at Michelin, where he honed his analytical skills and technical expertise. He later transitioned into the financial services industry, founding SunTrade Financial in 2008 and serving as the Principal and Founder. Sunny's entrepreneurial spirit and passion for financial planning led him to join Piller Financial Group, where he has continued to excel as a Financial Advisor since 2023.

Throughout his career, Sunny has been actively involved in the community, serving on the boards of prestigious organizations such as the American Cancer Society, the Rotary Club of Greenville, and the Michelin Development Upstate advisory board. His leadership roles and community engagement have solidified his reputation as a respected professional and a champion of philanthropic initiatives.

Academic Background

Sunny holds a degree from a reputable institution, where he specialized in a relevant field of study. His academic achievements and ongoing professional development have equipped him with the knowledge and skills necessary to navigate the complexities of the financial services industry.

Areas of Expertise

• Investment Planning and Portfolio Management

• Retirement Strategies and Income Planning

• Risk Management and Insurance Solutions

• Wealth Preservation and Intergenerational Wealth Transfer

• Financial Literacy and Education

Professional Impact

Sunny's commitment to client success and community involvement has had a tangible impact on the individuals and organizations he has served. He has successfully guided clients through various market conditions, helping them achieve their financial objectives while preserving their wealth. Sunny's leadership roles and participation in industry initiatives have further solidified his reputation as a respected voice in the financial services community.

Conclusion

With his extensive experience, deep industry knowledge, and unwavering dedication to client service, Sunny Handa is poised to continue making a meaningful impact as a Financial Advisor at Piller Financial Group. His proven track record, combined with his strong community ties and commitment to professional development, make him a valuable asset to both his clients and the broader financial services landscape.