Sun Wealth Advisor of LPL Financial
Business details
- Category
- Financial Services · Financial advisor, Investment service
- Address
- 2105 S Bascom Ave suite 376, Campbell, CA 95008
- Phone
- (408) 963-2887
- Website
- sunwealthadvisor.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–6 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
South Bay families and professionals turn to Sun Wealth Advisor of LPL Financial for personal financial planning and investment guidance that fits both their everyday needs and their long-term goals. We're a financial advisory practice based in Campbell, serving clients across Santa Clara County and the wider South Bay.
Our work often begins with a family financial plan that brings together life insurance, retirement savings such as 401(k) accounts, and college funds for children. We take the time to understand what you can comfortably manage today as well as where you want to be years from now, so the plan feels right for your situation.
Clients tell us they value our warm, approachable manner and the way we explain investment concepts clearly, without jargon. Many have worked with us for several years, and we're glad to help you build a sound foundation for your financial future.
Book through our booking page or reach out to us to start the conversation.
Our work often begins with a family financial plan that brings together life insurance, retirement savings such as 401(k) accounts, and college funds for children. We take the time to understand what you can comfortably manage today as well as where you want to be years from now, so the plan feels right for your situation.
Clients tell us they value our warm, approachable manner and the way we explain investment concepts clearly, without jargon. Many have worked with us for several years, and we're glad to help you build a sound foundation for your financial future.
Book through our booking page or reach out to us to start the conversation.