Leaving Your Lasting Legacy
Behavioral Finance
Retirement and Quality of Life
4 Elements of an Estate Strategy
Retiring in a Post-Pandemic World
(408) 963-2872
(408) 550-2990 ext 3
5446 Thornwood Dr
#101
San Jose, CA 95123
delbar@sunwealthadvisor.com

Let's schedule a meeting
Do you have questions about your finances? Schedule a time to talk and we can tackle all your concerns.
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.
Your retirement is my business.
Whatever your ideal retirement looks like, I can help you prepare.
18 Years Worth of Days


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.

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

Retirement Questions That Have Nothing to Do With Money

Retirement Plan Choices for Small Businesses
