CLIENT FIRST CAPITAL

client-first-capital-logo

Client First Capital is a financial services firm that offers wealth management, advisory, family office, and trustee services.

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CLIENT FIRST CAPITAL

Social Links:

Industry:
Advice Financial Services Wealth Management

Founded:
2019-01-01

Address:
San Diego, California, United States

Country:
United States

Website Url:
http://www.clientfirstcap.com

Total Employee:
1+

Status:
Active

Contact:
+1 800-310-2828

Email Addresses:
[email protected]


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Current Employees Featured

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Amar Shah
Amar Shah Founder @ Client First Capital
Founder

Founder


not_available_image

Amar Shah

Official Site Inspections

http://www.clientfirstcap.com Semrush global rank: 4.82 M Semrush visits lastest month: 1.88 K

  • Host name: 198.49.23.144
  • IP address: 198.49.23.144
  • Location: New York United States
  • Latitude: 40.7157
  • Longitude: -74
  • Metro Code: 501
  • Timezone: America/New_York
  • Postal: 10013

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More informations about "Client First Capital"

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We specialize in Financial Planning, Wealth Planning, Retirement planning, Tax Efficiency, Charitable Giving and Estate Planning for you and your family. Individuals and family offices turn to Client First Capital as their trusted family โ€ฆSee details»

Financial Planning in San Diego - Client First Capital

At Client First Capital, we are committed to protecting and sustaining your wealth and financial wellbeing for multiple generations through our firm values of transparency, trustworthiness and thought leadership. As a family advisor, we โ€ฆSee details»

Services Overview - Client First Capital

Client First Capital Solutions: Services Overview. We have three service options to choose from to best suit your needs: Advice Only. We work with individuals and families to craft a highly โ€ฆSee details»

Client First Capital - Your Trust Our Asset

In FY2020 our Founderโ€™s Portfolio outperformed the S&P 500 by approximately 16%, the Europe, Australia and Far East (EAFE) Index by 22%, and the Vanguard Total World Index by 20%.See details»

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Client First Capital - LinkedIn

At Client First Capital, we provide customized, evidenced-based financial solutions by applying behavioral finance to your long term goals, current financial situation and unique life ...See details»

Client First Capital, LLC - Wealthminder

Client First Capital, LLC Client First Capital, LLC (CRD# 300684) is a financial advisory firm headquartered in San Diego, CA. They manage $192,959,718 in 221 accounts and serve the โ€ฆSee details»

CLIENT FIRST CAPITAL LLC - Dun & Bradstreet

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Client First Capital Profile: Commitments & Mandates - PitchBook

Client First Capital General Information Description. Client First Capital is a wealth management firm based in San Diego, California. Established in 2019, the firm provides individuals, families, โ€ฆSee details»

Amar N. Shah, CFA, CFP® - Founder - Client First Capital - LinkedIn

CIO and Founder at Client First Capital · Amar Shah founded Client First Capital to create a platform that reflects his values and provides impartial, evidence-based advice to his clients โ€ฆSee details»

Client First Capital - Overview, News & Similar companies

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Client First Capital LLC Overview - Salary.com

Discover essential details about Client First Capital LLC, including address, contact, and journey of our company's evolution.See details»

Wealth and Investment Management Services - Client First Capital

We strive to provide a customized wealth and investment advisory solution focused on building and executing investment strategies with the understanding that no two clients are alike. In โ€ฆSee details»

Family Office & Trustee Services - Client First Capital

For individuals and families with over $50M in investable assets, we provide a personal / family office solution. Our methodologies and services are proven to simplify complex situations โ€ฆSee details»

Client First Capital Learning - YouTube

Client First Capital is a San Diego-based financial firm provide financial advice, wealth management, and family office services. We are committed to protect...See details»

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We specialize in Financial Planning, Wealth Planning, Retirement planning, Tax Efficiency, Charitable Giving and Estate Planning for you and your family. Individuals and family offices โ€ฆSee details»

Financial Planning Approach - Client First Capital

Client First Capital's integrated approach to wealth management lies at the intersection of investments, taxes and estate planning. As a family advisor, we are best positioned to โ€ฆSee details»

Financial Advisor in San Diego - Client First Capital

We specialize in helping clients in retirement and pre-retirement to develop customized wealth and investment solutions. Our wealth management services are ideally priced for individuals โ€ฆSee details»

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