Broker Check

Delbar Jahanian

CMFC

Financial Advisor

Homa Jahanian

LPL

Financial Advisor

(408) 963-2872

(408) 550-2990 ext 3

5446 Thornwood Dr
#101
San Jose, CA 95123

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. 

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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Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
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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Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Questions? Let's connect

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