Broker Check

Delbar Jahanian

CMFC

Financial Advisor

Homa Jahanian

LPL

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. 

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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Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
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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Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Questions? Let's connect

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