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5446 Thornwood Dr #101 San Jose, CA 95123

(408) 963-2872
Delbar@sunwealthadvisor.com
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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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

Contact Us Meet the Team
Contact Us Meet the Team
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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Your retirement is my business.

Whatever your ideal retirement looks like, I can help you prepare.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?
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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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 Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
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Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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