EnFin Wealth Management Financial and Insurance Services

"We provide our clients outstanding holistic strategies to help achieve their financial goals at all levels."

--Neepa Shah

510.789.2411 Neepa@enfinwealth.com
2201 Walnut Ave., Suite 140, Fremont, CA 94538

Individuals/Families

Wether you are just starting to accummulate wealth, or are high networth individuals looking for tax reduction and advance planning strategies, we are here to help you.

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Businesses

Do you need help with executive benefits planning, tax reduction strategies, and business protection planning? We can help you protect and grow the business that you have worked so hard to build.

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About Neepa

Neepa Shah’s approach to financial planning is informed and holistic: get to know your clients and their financial goals in-depth before charting up a plan that best suits their current and future needs.

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Neepa Shah is a registered representative and offers securities and investment advisory services and financial planning services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 3003 Oak Rd, Suite 250, Walnut Creek, CA 94597. EnFin Wealth Management Financial and Insurance Services is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #0G85120.