About Encover Personal Finance LLC
Encover Personal Finance LLC is a "fee-only" financial planning firm based in Fremont, CA serving the Bay Area. Their philosophy is to present you with unbiased and well-researched advice so that you can make the best decisions in every phase of your life. Their mission is to provide a plan to build, grow, and secure your financial future by understanding your priorities and goals. While they value a long-term relationship with you, they are happy to address any immediate financial decisions confounding you.
Services
Employer Benefits Budgeting And Cash Flow Management Debt Management College Savings Insurance Needs Tax Planning And Strategy Home Purchase Home Refinance Home Upgrades Relocation Planning Investment Management Asset Allocation Portfolio Rebalancing Tax-Loss Harvesting Stock Concentration Management Retirement Planning IRA Planning Roth Conversion Planning Business Ownership Planning Self-Employment Retirement Savings Investment Property Assessment Special Needs Planning Charitable Gifting Estate And Legacy Planning Financial Planning Tax Analysis And Planning P&C Insurance Analysis One-Time Financial Planning Ongoing Engagement Project-Based ConsultingReviews
We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.