Frequently Asked Questions

Find answers to common questions about our services, investment strategies, and more. If you can't find what you're looking for, feel free to reach out to us for personalized assistance.

  • Yes. In addition, Client First Capital abides by both the Chartered Financial Analyst and Certified Financial Planner code of ethics.

  • Financial advisors at CFC are highly knowledgeable having industry-leading accreditations and recognized designations including CFA (Chartered Financial Analyst), CFP® (Certified Financial Planner), and / or PFS (Personal Financial Specialist).

  • Our clients choose us as a trusted family advisor over the rest of the crowd given our core tenants of transparency, trustworthiness and thought leadership. Please visit our About Us page to learn more.

  • We provide three service options spanning advice only, wealth management and family office / trustee services. These service offerings are further detailed on Our Services page.

  • Our integrated approach to wealth management lies at the intersection of investments, taxes and estate planning. As a family advisor, we are best positioned to understand how decisions impact all three of these areas.