Schedule a meeting 

Schedule a meeting 

  1. Questions about your finances?
  2. Want to ask a LPL financial advisor?
  3. Schedule a time to talk and we can tackle all your concerns. Want to review your investment plan.

  4. 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. Many cities are friendly to them. We can discuss if it makes sense for you. The cost, benefits and process. 

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. 


Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
Learn More
Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Learn More
Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn More

Delbar Jahanian

CMFC

LPL Financial Advisor

Homa Jahanian

LPL

Financial Advisor

(408) 963-2872

5446 Thornwood Dr
#101
San Jose, CA 95123

Questions? Let's connect

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