Amar Shah, CFA, CFP®
Client First Capital
BIO
We provide customized, evidenced based financial solutions by applying behavioral finance to your long term goals, current financial situation and unique life circumstances.
We are accountable for executing our client’s financial strategy and providing ongoing guidance based on clear and transparent reporting around progress towards financial goals. While no person can control the financial markets, our job is to focus on risk, fees and taxes — three areas which we can control.
Taking a proactive approach around these three areas is crucial to achieving a higher after tax return for your family than simply picking and timing the right investment.
Website
https://www.clientfirstcap.com/
Phone
1-800-310-2828
Address
4075 Park Blvd, Suite 102-400
San Diego, CA 92103