EnFin Wealth Management is a financial advisory firm based in Fremont, California, led by Neepa Shah. The firm offers comprehensive financial planning and insurance services tailored to individuals, families, and small businesses. Their approach emphasizes a holistic understanding of clients’ financial goals to develop customized strategies.

For individuals and families, EnFin provides services such as retirement planning, college savings strategies, investment management, and estate planning. They also offer guidance on employer-sponsored benefits and protection planning, including life and disability insurance.

Business clients can access services like executive benefits planning, employee retirement plans, and business continuation strategies. These services aim to help business owners protect and grow their enterprises while planning for future transitions.

Neepa Shah, the firm’s principal, is a registered representative offering securities and investment advisory services through MML Investors Services, LLC. Her approach is informed by a commitment to understanding each client’s unique financial situation and goals.