EnFin Wealth Management Financial and Insurance Services

510.789.2411

Neepa@enfinwealth.com

Primary Location:
    2201 Walnut Ave., Suite 140, Fremont, CA 94538

   Other locations:
   101 Metro Dr Ste 550, San Jose, CA;

   3003 Oak Road, Ste 250, Walnut Creek, CA 94597

   

Licensing

Check the background of this investment professional on FINRA's BrokerCheck.

  Neepa Shah is licensed to sell Insurance Products in the following jurisdictions: California

  Neepa Shah is licensed to sell Securities Products in the following jurisdictions: California

  Neepa Shah holds FINRA Series 7 and 66 securities licenses, as well as life and health insurance licenses.    State of Domicile: CA


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.