Over a decade of experience helping individuals and families build confidence around their financial futures — from investing to planning a fulfilling retirement.
Homa Jahanian, CPFA® is a fiduciary financial advisor with Sun Wealth Advisor in San Jose, CA, bringing over a decade of experience helping individuals and families build confidence around their financial futures. Whether you're just starting to invest, navigating a life transition, or planning for a fulfilling retirement, Homa takes the time to understand your goals and create a personalized plan that works for you.
As a proud member of the Persian community, Homa loves serving fellow Iranian-Americans and Farsi-speaking families who want a financial advisor who truly understands their values, culture, and goals. She brings a warm, down-to-earth approach to financial planning. Schedule a conversation to see how she can help.
Based in Saratoga, CA, Homa enjoys life with her husband, Cody, and their two children. She is actively involved in the Persian Zoroastrian community and treasures quality time with family and friends.
Homa speaks fluent Farsi and deeply understands the values, traditions, and financial goals of Iranian-American families. If you've been looking for a trusted financial advisor who gets it — she'd love to connect.
Ready to take the next step? Book a complimentary intro meeting — no obligation, just a conversation about where you are and where you want to be.
Book a free intro meeting Meetings available in English & Farsi