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Sridhar Krishnan (BS, CFP®, MBA)

Sridhar Krishnan focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs

Planning Specialties

We focus on providing affordable planning services to Gen X and Gen Y technology professionals (ages 35-55) in the Silicon Valley/San Francisco Bay Area who want to build, grow and secure their financial future. Our services cover a wide variety of financial planning areas such as employer benefits (401(k), 403(b), RSU, ESPP, FSA/HSA, ESOP, NQSO), debt management, college savings (529-plans), insurance needs, tax planning and strategy, home purchase/refinance, retirement planning, investment management (asset allocation, portfolio re-balancing), business ownership, cash flow management, investment property assessment, and estate planning.

Additional Information

Encover Personal Finance LLC is a "fee-only" financial planning firm based in Fremont, CA serving the Bay Area. Our 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. Our motto is to provide a plan to build, grow, and secure your financial future by understanding your priorities and goals. While we value a long-term relationship with you, we are happy to address any immediate financial decisions confounding you.

NAPFA Start Date

October 19, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

34291 Eucalyptus Ter Fremont, CA 94555-1979 Phone: (510) 552-5098
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