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About Sunstone

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But we are proud to say that Sunstone contributed 66 entries already.

Entries by Sunstone

Anna Fedosova Named to “America’s Top 10 Women of Distinction in 2022

September 21, 2022

Our new Chief Fiduciary Officer is a top-ranked financial advisor who has built an impressive book of business by helping high-net-worth clients. She’s now being featured as the cover story in Success Pitchers Magazine. Read more

September 2022 Outlooks Newsletter

September 21, 2022

Here is our Economic, Equity and Fixed Income Outlooks Newsletter for September 2022 with Summaries, Positives, Negatives, and Unknowns that may affect the #markets, including #peakinflation, #Q2GDP, August #payrolls, higher #bondreturns, receding #gasolineprices, #wageinflation, the #EuropeanEnergyCrisis, lower #personalincome, and resolution of the ongoing #Ukraine war.   Download PDF

August 2022 Outlooks Newsletter

August 16, 2022

Here is our Economic, Equity and Fixed Income Outlooks Newsletter for August 2022 with Summaries, Positives, Negatives, and Unknowns that may affect the #markets, including #payrolls, #retailsales, #durablegoods, #peakinflation, #Q2GDP, lower #consumerconfidence, slowing growth of #corporateearnings, and resolution of the Russian/Ukraine war. Download PDF

Sunstone Trust CEO Daniel Wheeler Joins List of Visionary CEOs

August 1, 2022

LA Times C-Suite Magazine Visionary CEOs 2022 Congratulations to Sunstone Trust CEO Daniel Wheeler on being named a Visionary CEO in the LA Times C-Suite magazine! The award recognizes outstanding CEOs for their successes and accomplishments as well as their exemplary leadership qualities within their organizations and communities across California. Daniel is joined by the CEOs of our […]

July 2022 Outlooks Newsletter

July 14, 2022

Here is our Economic, Equity and Fixed Income Outlooks Newsletter for July 2022 with Summaries, Positives, Negatives, and Unknowns that may affect the #markets, including #peakinflation, #supplychains, ISM manufacturing and services, #Q1GDP, slowing economic growth, #TheFed, #bondyields, and the ongoing Russian invasion of Ukraine. Download PDF

Happy 4th of July

July 1, 2022

As America commemorates the Declaration of Independence in 1776, we embrace our country’s 246th birthday with parades, barbecues, picnics, pool parties, family reunions, and fireworks. More than that, Sunstone Trust Company celebrates the independent American spirit. We’re proud to help clients set up and manage their trusts for generations to come with unmatched personalized service.

Sunstone Trust Company Welcomes Mike Stone as Director

June 30, 2022

Mike Stone, Sunstone Management’s Chief Investment Officer, is now a Director at Sunstone Management. Mr. Stone has 15 years of experience in the information technology industry and another 16 years in finance. His varied background provides Sunstone with a wide array of knowledge to meeting shareholder needs. He began his career in the U.S. Marine […]

Anna Fedosova-Caldera Joins Sunstone Trust Company as Chief Fiduciary Officer

June 27, 2022

Sunstone Trust Company, a dynamic company focused on protecting the wealth and serving the interests of families and individuals who have immigrated to the United States, is pleased to announce the appointment of expert trust industry executive Anna Fedosova-Caldera as Chief Fiduciary Officer. Fedosova-Caldera, MBA and CTFA, brings to Sunstone Trust more than 20 years of experience as […]

Happy Father’s Day

June 17, 2022

Father’s Day has been traditionally celebrated in America on the third Sunday in June now since 1910 to honor fatherhood and paternal bonds. Dads can be the hardest workers… the best role models… the best Little League and soccer coaches… and always the best spider and bug removers. As you’re celebrated on Father’s Day, have […]

June 2022 Outlooks Newsletter

June 15, 2022

Here is our Economic, Equity and Fixed Income Outlooks Newsletter for June 2022 with Summaries, Positives, Negatives, and Unknowns that may affect the #markets, including double digit decreased in pending and new home sales, #peakinflation, corporate balance sheets, consumer sentiment, #supplychain, #laborshortages, and the continuing Russian-Ukraine war. Download PDF.

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LATEST NEWS

  • Anna Fedosova Named to “America’s Top 10 Women of Distinction in 2022September 21, 2022 - 3:02 pm
  • September 2022 Outlooks NewsletterSeptember 21, 2022 - 2:14 pm
  • Sunstone Trust CEO Daniel Wheeler Joins List of Visionary CEOsAugust 1, 2022 - 3:09 am
  • Innovation Leader John Shen Joins President Biden at White House Bill SigningJune 15, 2022 - 12:01 am
  • Recompensed Legal Fees for New Trust ClientsApril 1, 2022 - 12:06 pm
  • sunstone press releaseNew Banking Institution Sunstone Trust Open for BusinessOctober 7, 2021 - 12:20 pm

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Ensure Your Legacy.

Sunstone is a trust company chartered by the State of California (Certificate of Authority No. 2676). Sunstone is also a member of the Association of Trust Organizations, the Long Beach Area Chamber of Commerce, and the Greater Irvine Chamber.

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