EnFin Wealth Management Financial and Insurance Services

510.789.2411

Neepa@enfinwealth.com

Primary Location:
   6701 Koll Center Parkway, Suite 140
   Pleasanton, CA 94566

   Other locations:
   181 Metro Drive, San Jose, CA 95110

   

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, Indiana

  Neepa Shah is licensed to sell Securities Products in the following jurisdictions: California, Texas, Virginia, Washington

  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. Supervisory address: 6701 Koll Center Parkway, Suite 140, Pleasanton, CA 94566. Phone: (925) 979-2300. 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.