Building Secure
Financial Futures
We offer integrated wealth management solutions that combine investments, taxes, and estate planning.
Latest Articles
& Insights:
Building Secure
Financial Futures
We help you develop financial strategies and legacy wealth solutions aligned with your values and family dynamics.
Latest Articles
& Insights
Building Secure
Financial Futures
We are committed to supporting your financial journey. Explore our latest articles and videos for valuable insights.
Latest Articles
& Insights
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.
Retirement & Legacy Wealth Solutions
We are located in San Diego, CA, and we serve clients locally and nationally. We specialize in helping clients in retirement and pre-retirement to develop customized wealth and investment solutions aligned with their values and family dynamics.
Our services are ideally priced for individuals and families with $1M to $10M in investable assets. In addition, we provide comprehensive solutions to high-wealth family offices.
Our services are ideally suited for:
Individuals & Families with $1M+
Less than 5 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
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 ▶︎
