Broker Check

Delbar Jahanian

CMFC

Financial Advisor

(408) 963-2872

(408) 550-2990 ext 3

1901 South Bascom Avenue
Suite 1060
Campbell, CA 95008

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. 

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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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<p>The Cost of Procrastination</p>

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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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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<p>Retirement Income and the Traditional Portfolio</p>

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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<p>Retiring in a Post-Pandemic World</p>

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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<p>How to Make the Tax Code Work for You</p>

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Questions? Let's connect

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