Delbar Jahanian, CMFC, CPFA

6 reviews

+1 (408) 963-2872

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5446 Thornwood Dr Ste 101

San Jose, CA 95123

+1 (408) 963-2872

http://www.sunwealthadvisor.com

Delbar Jahanian, CMFC, CPFA is a financial services firm based in San Jose, CA. Specializing in comprehensive wealth management, the company offers personalized investment strategies and retirement planning services.

With a focus on client education and long-term financial goals, Delbar Jahanian, CMFC, CPFA aims to provide tailored solutions to help individuals and families achieve financial security and peace of mind.

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Reviews

4.06 reviews

Ly N.

7/10/2012

Was referred to Delbar from a friend. Did a financial plan to get ready for retirement. It was great to see all the options and understand how the my investments are doing. She was clear,...

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Value R.

8/27/2011

I have never written a review on Yelp before. However, I am forced to write this as the financial adviser who we interacted from Waddell & Reed was not totally worth our time.. So.. Here it...

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Nancy H.

10/29/2012

I was pretty dysfunctional about money, but I have a healthier relationship with money since working with Delbar. I'm nearing retirement but caring for a terminally ill mother, the recent economic...

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Mina K.

11/16/2013

I am very happy that I decided to choose Delbar as my Financial Advisor. I am very pleased with her services and the growth of my account. Since the beginning, Delbar made me feel confident,...

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Kim H.

1/9/2017

Delbar is very professional and passionate at what she's doing. She always go beyond and above for her clients. What I love most about Delbar is her willingness to go the extra miles to help...

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