Sri Krishnan
Advisor at Encover Personal Finance
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Encover Personal Finance
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
I am a seasoned technology professional and an entrepreneur based in Silicon Valley. I have experience starting and running a software company that was venture-funded and subsequently acquired by a public company.
During my high-tech career, I got intrigued by money matters such as savings, investments, insurance, taxes in order to achieve my family's financial goals. Out of curiosity, I spent time reading and researching various aspects of personal finance. I realized that there are a growing number of financial options available with increasing complexity in these choices. My passion towards financial planning ultimately resulted in pursuing formal education in financial planning, subsequently completing the CFP Board requirements to be a CERTIFIED FINANCIAL PLANNER® Professional.
I launched Encover Personal Finance in 2018, primarily to help technology professionals achieve their financial life goals based on my own experience. I believe in serving clients honestly and transparently in a conflict-free manner. https://www.encoverpersonalfinance.com/about
Based on Encover Personal Finance
Based on Encover Personal Finance
0%
$2,000+/engagement
$235+/hr
$235+/mo
Fees are tiered based on the complexity of client's situation. Fees are not based on Assets Under Management.
Fremont, CA
California · Texas
Encover Personal Finance LLC
2018 - Present (8 years)
Unemployed
2018 - 2018 (1 year)
Artizen / Cisco Systems
2017 - 2018 (1 year)
Student - CFP Exam
2017 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Cisco Systems
2013 - 2016 (3 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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