"I provide my clients with outstanding holistic strategies designed to help them achieve their financial goals at all levels."
--Neepa Shah
510.789.2411
Neepa@enfinwealth.com
2201 Walnut Ave., Suite 260, Fremont, CA 94538
Welcome to Enfin Wealth Management
Financial and Insurance Services
Set your financial planning gears in motion with Enfin.
Financial planning for education, retirement, and ... life.
Strategic planning for small business owners.
Individuals/Families
Whether you are just starting to accummulate wealth, or are high networth individuals looking for tax reduction and advance planning strategies, my services are available to help you.
MoreBusinesses
Do you need help with executive benefits planning, tax reduction strategies, and business protection planning? I can help you protect and grow the business that you have worked so hard to build.
MoreAbout 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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