Amar Shah founded Client First Capital to create a platform that reflects his values and provides impartial, evidence-based advice to his clients around maximizing their financial well-being. Amar strongly believes that integrity, transparency, knowledge, and insight are core values for a successful, long-term client relationship. Amar has more than 15 years of experience in the financial industry helping individuals, families, and businesses achieve their financial goals. He is experienced in estate planning advice, retirement planning, and risk management. He and his team help clients protect, distribute, and grow their wealth, and they are committed to cultivating long-lasting client relationships based on trust and mutual respect. Prior to founding Client First Capital, Amar was a Senior Wealth Manager at USAA for 8 years and before USAA, he was a vice president within J.P. Morgan’s wealth management division in New York City. Amar holds the Chartered Financial Analyst designation and is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and abides by the code of ethics and fiduciary standards of these best-in-class industry designations. A native of San Diego, Amar grew up in Rancho Penasquitos, California. Amar has a deep commitment to service and community, having served as a firefighter for the City of Poway. He attended the University of California, Riverside, where he received a Bachelor of Science in computer engineering. He was also a board member of CFA Society’s San Diego Chapter, holding the position of Advocacy Chair. An avid sportsman, Amar enjoys ultra-endurance events and has completed multiple Ironman 70.3 races. He has climbed Mount Kilimanjaro, hiked the West Highland Highway, and completed the Rock ‘n’ Roll San Diego Marathon. When he is not training, he serves as a race guard, helping administer first aid at races in Southern California. Amar is also a nature enthusiast and enjoys sharing his love of the outdoors with his wife and two young daughters.
“I consider it a privilege to have the opportunity to serve my clients and their families and help them make decisions that align with their values and family dynamics.”
— Amar Shah, CFA, CFP®