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WELL’s Financial WELLness

Thursday, May 23 | 5:30–7:30pm | Affirm | 650 California StREET


Join the San Francisco Chamber of Commerce for the Financial WELLness event on May 23, 2019, hosted at Affirm. Hear from female leaders on how to better invest in yourself, your future, and how we can work together to close the gender-based financial literacy gap. Attendees will have the opportunity to network with an elite selection of the San Francisco business community, learn from a diverse panel of speakers, and gain insights into how they can empower themselves and their colleagues to create a more equitable San Francisco.

WELL which stands for Women, Empowering, Leadership, and Learning, provides workplace resources, best practices, and a broad community of support for attendees to advance gender equality and workplace inclusion within their own organizations.

Speakers Include:

Keynote Speaker:
Winnie Sun, Financial Advisor at Sun Group Wealth PartnersWinnie is one of the most followed financial advisors on social media today. With more than 18 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, has been selected as Investment News’ Twenty Women to Watch, is frequent speaker at national events, appears on Good Day LA, CNBC’s Closing Bell, FoxBusiness News, and Cheddar TV as a market commentator, is a regular contributor to Forbes, NerdWallet, Influencive, MoneyTips, ModernMom, Galtime, Bloomberg’s AssetTV, is the host of TuneIn radio’s business show Renegade Millionaire, appears on CBS as a finance professional.As an independent wealth advisor, Winnie is regularly called upon to educate large corporate and nonprofit groups on planning strategies. Winnie has been honored with invitations to attend the conference for Barron’s Winner’s Circle for Top Women Financial Advisors beginning in 2006 to present, named Investment News’ 20 Women To Watch, and coined “The Wealth Whisperer” in OC Metro’s “40 under 40” recognition, and awarded first place in Rise Ranking’s 2017 Women in Finance Power 100 list.


Adrianne Yamaki, SVP at Morgan Stanley
Sophie McNaught, VP, Corporate Ventures at Silicon Valley Bank, Founder at Women & Money
Allison Eklund, Financial Advisor at Tridea Advisors Moderated By: Elizabeth Allin, Vice President of Communications at Affirm
Make sure to bring your business card
for your chance to win two round-trip tickets on

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Members – $40 | Non-members – $50
Tickets are non-refundable, but are transferable.


Hosted at:

2019 Sponsors