Sridhar Krishnan, CFP<sup>&reg;</sup> - Financial Advisor

Sridhar Krishnan, CFP®

Fee-Only Financial Planner

Encover Personal Finance

34291 Eucalyptus Terrace
FREMONT, CA 94555
FINANCIAL ADVISOR'S WEBSITE
(510) 552-5098

General

Sridhar Krishnan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Encover Personal Finance in FREMONT, CA and the surrounding communities.

Financial Advisor Overview

Here are some features of our services that sets us apart: Fee-Only: Compensated solely by your fees, no commissions or kick-backs Fiduciary Relationship: Your interest first, eliminating any conflict of interest at all times Flat Fees: Unlike wealth management advisors, our fees are not calculated as a % of total "Assets Under Management" (AUM), Net Worth or Income No Asset Minimum: Your investments could be any amount Flexible Timings: Evening hours, Weekends and Virtual Meetings Interactive Financial Planning: Visualize what-if scenarios before implementing change. Tax Planning and Analysis: Short-term and Long-Term Tax Planning

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Financial Advisor Experience

I am a fee-only, independent Certified Financial Planner Professional for mid-career technology professionals in the Silicon Valley/San Francisco Bay Area and beyond. Since 2018, I have been providing comprehensive financial planning services for families that want to build, grow and protect their wealth. I am a member of FPA, NAPFA, Academy of Special Needs Planners and XY Planning Network.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

N/A
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources