Sri Krishnan

Advisor at Encover Personal Finance

Updated today
Encover Personal Finance logo

Firm

Encover Personal Finance

Location

Fremont, CA

Credentials

CFP®

Industry experience

7 years

About

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

Client services

Based on Encover Personal Finance

Financial planning Educational seminars or workshops

Expertise

Based on Encover Personal Finance

Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Self-Employed Technology Professional

Demographic focus

Mid-Career Professionals Gen X (Born 1965-1980)

Fee options

AUM

0%

Flat

$2,000+/engagement

Hourly

$235+/hr

Monthly

$235+/mo

Other

Fees are tiered based on the complexity of client's situation. Fees are not based on Assets Under Management.

Location

Fremont, CA

Most active in

California · Texas

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin M

CFP®, Series 65

Menlo Park, CA

Oak Peak Financial

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
user avatar

Mark L

Series 63, Series 65

Mountain View, CA

Ardent Capital

Active portfolio management
user avatar

William P

CFP®, Series 66

Redwood City, CA

FocusYou

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management Passive / index investing
user avatar

Megan R

CFP®, Series 65

Dublin, CA

Megan Rouse Financial Planning

General retirement planning Social Security optimization Tax strategies for small businesses Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting

Faith C

CFP®

Newark, CA

Chrysalid Financial, LLC

Faith is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Chrysalid Financial. Our clients: We serve high achieving mid-career women in Tech with equity compensation. Whether you are too busy to manage your complex finances, feel overwhelmed by decisions about your equity compensation or wondering if your finances align with your goals, we’re available to assist as a trusted advisor. We offer expert guidance to optimize your complex finances and navigate the milestones and multi-faceted decisions stemming from your RSUs, Stock Options, ESPP and company stock. We help you: • Strategize for and optimize equity compensation. • Leverage your compensation to achieve your financial goals; whether it’s buying a home, taking a sabbatical or financial independence. • Understand, maximize and utilize employee benefits. • We manage your investments to align with your financial goals. Why Partner with Us? • Collaborative Process: Together we collaborate to optimize your complex finances. • Emphasis on you: Emphasis is on you, the future you envision, helping attain it! • We’ve walked in your shoes: As seasoned high achieving professionals in a dynamic landscape. Managing a demanding career, a busy personal life and navigating key equity compensation milestones. Want to find out more about our services, approach and how we can work together? Schedule an Introductory Call at: https://chrysalidfinancial.com/book-consultation/ Faith’s professional and educational background: Prior to Launching Chrysalid Financial Faith counseled high net-worth families with cross-border lifestyles and finances. As a former spouse to a technology professional, she brings personal experience to helping clients navigate decisions regarding equity compensation and the myriad of other employee benefits specific to the Tech industry. Previously, Faith provided consulting and research services to pension plans, foundations and endowments for 19 years as an investment professional and employee benefits consultant. Faith has an MBA in Finance from the University of Chicago Booth School of Business and has BSc. Degrees Information Systems and Business Administration. In addition to being a CFP® professional, she is a member of the Financial Planning Association, through which she volunteers as a pro-bono financial planner. Having lived on four continents and worked on three, Faith likes to travel in her free time – sampling new cuisines along the way.

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Women Professionals Gen X (Born 1965-1980)
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Yi Ching T

Series 63, Series 66

San Jose, CA

Shalom Global Capital Group LLC

Passive / index investing Options & derivatives strategies Concentrated stock management
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