Broker Check

Delbar Jahanian

CMFC

Financial Advisor

(408) 963-2872

(408) 550-2990 ext 3

1901 South Bascom Avenue
Suite 1060
Campbell, CA 95008

jahanian@wradvisors.com

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.
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View Introduction Video

We will use this new software to do interactive financial planning with clients.  Also included is a personal financial website for our clients with lots of exciting new features.  The security of your data is very important to us.  See the video below for more details.

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View Security Video

See your advisor and they will help you set up your new personal financial website.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Three Regrets of Retirees

The road to retirement can be challenging, but avoiding the mistakes made by those who have traveled before.
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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Questions? Let's connect

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