Schedule a meeting 

Schedule a meeting 

Questions about your finances? Want to ask a LPL financial advisor?

Schedule a time to talk and we can tackle all your concerns. Want to start on your investment plan?

Complementary initial consultation for the curious. 

Our Passion is Our Work

At Sun Wealth Advisor, our first priority is helping you take care of yourself and your family. We ask allot of question: What keeps you up at night? Are you ready for retirement? What type investment strategy do you have for your 401K?

We specialize in people who are getting ready to retire. We have the disciplined process and experience to show the glide path to a rich retirement. We have the tools to organize and priopritize your financial life and leverage your success.

Want to build a financial plan that includes an ADU (Additional Dwelling Unit)? 

We specialize in talking about adding a ADU to your property. San Jose and many other cities are friendly to them. As a LPL financial advisor we can discuss if it makes sense for you to pursue. 

Client Centered Team

Client Centered Team

Delbar has been an advisor since 2006. She has seen how having a good plan in place benefits her clients.

Our business is built on a foundation of thoughtful client relationships. We love to be your resource on your financial journey. 


Retiring Earlier Than Expected? What To Know

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
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How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn More

Delbar Jahanian

CMFC

LPL Financial Advisor

Homa Jahanian

LPL

Financial Advisor

(408) 963-2872

5446 Thornwood Dr
#101
San Jose, CA 95123

delbar@sunwealthadvisor.com

Questions? Let's connect

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