Enfin Wealth Management

Area Served

About Enfin Wealth Management

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. As a successful financial planner in the Bay Area, Neepa has strong understanding of various financial scenarios, including stock options and other perks of Silicon Valley employment. She uses this knowledge competently as she addresses gaps and opportunities in clients’ financial portfolios. Neepa has been deeply vested in personalized financial management for clients since 2009. Riding the rough waves of the dot-com bust, Neepa learned one important lesson: an engineering degree doesn’t protect you from financial disaster. As she watched smart, educated friends and acquaintances reel from inadequate financial preparation, she realized that it was her own analytical acumen, money-sense, and planning that had seen her through the spiraling economy.