CLIENT FIRST CAPITAL
Client First Capital is a financial services firm that offers wealth management, advisory, family office, and trustee services.
CLIENT FIRST CAPITAL
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
Founder
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
More informations about "Client First Capital"
Client First Capital | Family Financial Planning in San …
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 …See details»
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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 …See details»
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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 …See details»
Client First Capital - Your Trust Our Asset
In FY2020 our Founder’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»
Client First Capital - Crunchbase Company Profile & Funding
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Www.clientfirstcap.com Client First Capital Profile and History Client First Capital is an independent financial services firm committed to protecting and sustaining our client's wealth …See details»
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 …See details»
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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, …See 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 …See details»
Client First Capital - Overview, News & Similar companies
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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 …See 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 …See 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 …See details»
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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 …See details»
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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 …See details»