Sun Wealth Advisor is a financial planning practice serving individuals and families in San Jose and the surrounding South Bay. Its Farsi-speaking advisory team offers guidance in clients’ language and emphasizes personalized planning, clear communication, and ongoing support. The practice helps clients prepare for retirement by developing strategies based on their goals and broader financial picture. Its services include retirement planning, 401(k) and profit-sharing strategies, Social Security optimization, insurance planning, and estate planning.

Sun Wealth Advisor also specializes in planning for investments in accessory dwelling units (ADUs), helping clients consider how real estate may fit into a retirement income strategy. The firm describes its approach as fiduciary guidance and invites prospective clients to schedule a complimentary consultation or request a second opinion. Its process begins with understanding a client’s goals, continues with building a tailored plan, and includes support as circumstances change. Located in Campbell, California, Sun Wealth Advisor is affiliated with LPL Financial, through which its financial professionals offer securities and advisory services.