Broker Check

Delbar Jahanian

CMFC

Financial Advisor

(408) 963-2872

(408) 550-2990 ext 3

1901 South Bascom Avenue
Suite 1060
Campbell, CA 95008

delbar@sunwealthadvisor.com

Let's schedule a meeting

Let's schedule a meeting

Do you have questions about your finances? Schedule a time to talk and we can tackle all your concerns. 

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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<p>The Pre-Retirement Checklist</p>

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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View Introduction Video

View Introduction Video

We will use this new software to do interactive financial planning with clients.  Also included is a personal financial website for our clients with lots of exciting new features.  The security of your data is very important to us.  See the video below for more details.

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View Security Video

View Security Video

See your advisor and they will help you set up your new personal financial website.

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<p>Certain Uncertainties in Retirement</p>

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.
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<p>How Will Working Affect Social Security Benefits?</p>

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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<p>Does Your Child Need to File an Income Tax Return?</p>

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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Questions? Let's connect

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