Client First Capital is a San Diego-based financial firm that offers integrated wealth management solutions, including investments, taxes, and estate planning. They provide tailored investment strategies, robust tax strategies, proactive risk planning, and charitable giving planning. With a focus on building secure financial futures, they offer services for individuals, families, and high-wealth family offices.
Client First Capital is committed to providing value through integrity, transparency, knowledge, and insight. Their goal is to build trusted, long-term relationships with clients based on evidence-based financial advice and sound investment strategies. Led by Amar Shah, a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER Professional, they serve clients locally in San Diego and nationally.
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