510.789.2411
Neepa@enfinwealth.com
Primary Location:
2201 Walnut Ave., Suite 260, Fremont, CA 94538
Other locations:
2150 N. First Street, Suite 500, San Jose, CA 95131
6701 Koll Center Parkway, Suite 140
Pleasanton, CA 94566
Whether you are just beginning to accumulate wealth or are high net-worth individuals looking for tax reduction and advance planning strategies, we have a variety of solutions to meet your needs.
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: 6701 Koll Center Parkway, Suite 140, Pleasanton, CA 94566. 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.