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,...
Delbar Jahanian, CMFC, CPFA
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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
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...

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...

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,...
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...