Building Secure
Financial Futures

We offer integrated wealth management solutions that combine investments, taxes, and estate planning.

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& Insights:

Building Secure
Financial Futures

We help you develop financial strategies and legacy wealth solutions aligned with your values and family dynamics.

Latest Articles
& Insights

Building Secure
Financial Futures

We are committed to supporting your financial journey. Explore our latest articles and videos for valuable insights.

Latest Articles
& Insights

Your Family Advocates

Individuals and family offices turn to Client First Capital as a trusted family financial advisor for holistic advice and wealth management integrated with estate and tax planning. Our services include:

  • Advice Only

    Highly-customized financial plan development.

  • Wealth Management

    Integrated wealth and investment services.

  • Family Office

    Personal & family office solutions for high-wealth clients.

Retirement & Legacy Wealth Solutions

We are located in San Diego, CA, and we serve clients locally and nationally. We specialize in helping clients in retirement and pre-retirement to develop customized wealth and investment solutions aligned with their values and family dynamics.

Our services are ideally priced for individuals and families with $1M to $10M in investable assets. In addition, we provide comprehensive solutions to high-wealth family offices.

Our services are ideally suited for:

  • Individuals & Families with $1M+

  • Less than 5 Years to Retirement

  • Retired or Work Optional

  • Family Offices with a minimum of $10M in Assets

  • Early Retirement Years

    “Jill & Bob”

    Jill and Bob’s biggest financial concerns are currently centered around legacy planning, making sure they can reduce taxes, and simplifying their overall financial picture as they head into their 70s.*

  • Actively Planning for Retirement

    “Karen & John”

    Karen and John are looking for a financial advisor that will connect the dots between their investments, taxes, and estate planning and someone who they plan to work with throughout their retirement.*

  • Major Life Event

    ”Janice”

    New financial considerations have caused Janice anxiety. She is looking for a trusted individual to help answer her questions and also serve as a sounding board to make the right financial decisions for her situation.*

*Examples Client Scenarios

We Are Committed to Service

Client First Capital is committed to providing value through integrity, transparency, knowledge, and insight. Our goal is to build trusted, long-term relationships with our clients founded on evidence-based financial advice and sound investment strategies.

Amar Shah is a NAPFA-Registered Financial Advisor. Learn More ▶︎

Amar Shah is a CERTIFIED FINANCIAL PLANNER™ Professional. Click for Verification ▶︎

Amar Shah is a holder of the right to use the Chartered Financial Analyst® designation. Learn More ▶︎

Amar Shah is a San Diego, CA fee-only financial advisor serving clients locally and across the country. Learn More ▶︎

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