
Building Secure
Financial Futures
Guiding your family's financial legacy across generations — aligned with your values and family dynamics.
Latest Articles
& Insights

Building Secure
Financial Futures
We are committed to supporting your financial journey while helping you balance lifestyle and legacy.
Latest Articles
& Insights:

Building Secure
Financial Futures
Serving families with the means and mindset to create a lasting impact within their family and their community.
Latest Articles
& Insights
Retirement & Legacy Wealth Solutions
We are located in San Diego, CA, and we serve clients locally and nationally. Our clients come first. It's that simple. We provide honest and impartial advice based on your goals. We specialize in helping clients integrate wealth management solutions that align with their values and family dynamics.
Our services are ideally suited for:
Individuals & Families with $1M+
Less than 10 Years to Retirement
Retired or Work Optional
Family Offices with a minimum of $10M in Assets
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Early Retirement Years
“Jill & Bob”
Jill and Bob’s biggest financial concerns are currently centered around legacy planning, making sure they can reduce taxes, and simplifying their overall financial picture as they head into their 70s.*
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Actively Planning for Retirement
“Karen & John”
Karen and John are looking for a financial advisor that will connect the dots between their investments, taxes, and estate planning and someone who they plan to work with throughout their retirement.*
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Major Life Event
”Janice”
New financial considerations have caused Janice anxiety. She is looking for a trusted individual to help answer her questions and also serve as a sounding board to make the right financial decisions for her situation.*
*Examples Client Scenarios
Your Family Advocates
Individuals and family offices turn to Client First Capital as a trusted family financial advisor for holistic advice and wealth management integrated with estate and tax planning. Our services include:
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Advice Only
Highly-customized financial plan development.
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Wealth Management
Integrated wealth and investment services.
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Family Office
Personal & family office solutions for high-wealth clients.
We Are Committed to Service
Client First Capital is committed to providing value through integrity, transparency, knowledge, and insight. Our goal is to build trusted, long-term relationships with our clients founded on evidence-based financial advice and sound investment strategies.
Amar Shah is a NAPFA-Registered Financial Advisor. Learn More ▶︎
Amar Shah is a CERTIFIED FINANCIAL PLANNER™ Professional. Click for Verification ▶︎
Amar Shah is a holder of the right to use the Chartered Financial Analyst® designation. Learn More ▶︎
Amar Shah is a San Diego, CA fee-only financial advisor serving clients locally and across the country. Learn More ▶︎