Iranian Financial Advisor in San Jose
About the Advisor
Delbar Jahanian helps clients gain clarity and confidence in their financial future. With over 20 years of experience in the financial services industry, Delbar is deeply passionate about helping individuals and families build a clear, confident path toward their financial goals. She joined Sun Wealth Advisor to continue her mission of providing thoughtful, personalized financial guidance grounded in long-term relationships.
Delbar brings a comprehensive, client-first approach to financial planning—focusing not only on the big picture, but also on the day-to-day strategies that help clients stay on track. Her goal is to craft customized financial roadmaps that balance where clients are today with where they want to be tomorrow.
Her personal journey as a parent taught her the value of planning with intention. After setting up college accounts for her children based on her own research, she realized that follow-through and regular reviews are just as important as starting strong. That experience reinforced her belief in the value of having a trusted advisor to provide guidance, accountability, and support through life’s financial transitions.
As an immigrant who has embraced the opportunities of life in the U.S., Delbar understands the financial challenges that many individuals and families face—and is especially committed to providing clarity and compassion through every step of the planning process.
She holds the Chartered Mutual Fund Counselor (CMFC®) and Certified Plan Fiduciary Advisor (CPFA®) designations, and is proud to serve clients with integrity, empathy, and a deep commitment to their long-term success.
