5446 Thornwood Dr,
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.
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.
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.
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.
LPL Financial Advisor
5446 Thornwood Dr#101San Jose, CA 95123