Iranian Financial Advisor in San Jose
About the Advisor
Homa Jahaniyan brings over a decade of experience in the financial industry and has been a valued member of Sun Wealth Advisor since 2015. Today, she is proudly building her own investment services practice, driven by a passion for guiding clients through life’s key financial milestones—from investing to planning a confident and fulfilling retirement.
With a warm, client-centered approach, Homa supports individuals and families as they navigate complex transitions, prepare for retirement, and lay the groundwork for long-term financial success. She is especially dedicated to empowering women and younger investors with forward-thinking, tech-savvy financial strategies tailored to today’s evolving needs.
Homa holds a Bachelor’s degree in Finance from the University of Tehran, along with Series 7 and 66 licenses through LPL Financial, a California Insurance License, and the CPFA (Certified Plan Fiduciary Advisor) designation. Based in Saratoga, she enjoys life with her husband, Cody, and their two children. Outside of work, she is actively involved in the Persian Zoroastrian community and treasures quality time with family and friends.
Credentials & Focus Areas
- Bachelor’s Degree in Finance, University of Tehran
- Series 7 & 66 Licenses, LPL Financial
- California Insurance License
- Certified Plan Fiduciary Advisor (CPFA)
- Investment Planning
- Retirement Planning
- Financial Strategies for Women and Young Investors
- Portfolio Management and Wealth Preservation
