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Sridhar Krishnan

Sridhar Krishnan

ENCOVER PERSONAL FINANCE
FREMONT, CA
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CRD#: 7002561
Sridhar Krishnan
Sridhar KrishnanENCOVER PERSONAL FINANCE

Professional summary

Sridhar Krishnan, CFP®, who also goes by Sri Krishnan, is a registered financial advisor currently at ENCOVER PERSONAL FINANCE located in Fremont, California.

Sridhar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sridhar has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary
Paid By: Fixed / Negotiated Fee
Paid By: Retainer
Paid By: Hourly
Serves: Business Owners & Entrepreneurs

Services Offered

Tax Planning
Risk Management & Insurance
Business Services
Estate & Legacy Planning
Investment Management
Financial Planning
Retirement Planning
Education Funding

Specializations

Generation X
Middle Income Client Needs

Biography

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.

Aliases

Sri Krishnan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Self-Employed, Position: Consultant for high-technology companies, Title: Program Manager, Not investment-related, This activity accounts for approximately 30% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sridhar Krishnan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

September 19, 2018 - Present

ENCOVER PERSONAL FINANCE

RIA
CRD#: 297367
FREMONT, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/19/2018)
IAR
Texas
(3/7/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2017
Uniform Investment Adviser Law Examination

Current Firm

ENCOVER PERSONAL FINANCE
ENCOVER PERSONAL FINANCE
ENCOVER PERSONAL FINANCE | ENCOVER PERSONAL FINANCE LLC

CRD#: 297367 / SEC#:

California
Registered Investment Advisory firm - (9/19/2018 Approved)
Texas
Registered Investment Advisory firm - (2/24/2023 Conditional Restricted)
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Contact information

Main Address
Fremont, CA
Mailing Address
Phone number
(510) 552-5098
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

ENCOVER PERSONAL FINANCE

ENCOVER PERSONAL FINANCE

CRD#: 297367Fremont, CA

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