Financial Planning Retirement San Jose, Los Gatos ADU Layoff, Farsi

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 review 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.

Financial Planning Services

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.