Amar Shah

founder at Client First Capital - , California, United States

Amar Shah's Colleagues at Client First Capital
Jason Cfp

Financial Planner

Contact Jason Cfp

Tom Lawson

Director of Military Outreach

Contact Tom Lawson

Loren Bailey

Wealth Manager, Senior Vice President

Contact Loren Bailey

Amar Shah's Contact Details
HQ
Location
Company
Client First Capital
Amar Shah's Company Details
Client First Capital logo, Client First Capital contact details

Client First Capital

, California, United States • 1 - 10 Employees
Financial Services

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 circumstances. We are the point person that is 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. Our Financial Planning Services are priced on a tiered structure and include the following: • Retirement Planning• Insurance Planning• Investment Planning• Tax Planning• Estate PlanningVisit our website to learn more about why Client First Capital is the firm for you!

Details about Client First Capital
Frequently Asked Questions about Amar Shah
Amar Shah currently works for Client First Capital.
Amar Shah's role at Client First Capital is founder.
Amar Shah's email address is ***@clientfirstcap.com. To view Amar Shah's full email address, please signup to ConnectPlex.
Amar Shah works in the Financial Services industry.
Amar Shah's colleagues at Client First Capital are Shantanu Rastogi, Jason Cfp, Tom Lawson, Loren Bailey and others.
Amar Shah's phone number is ["+18586635100","+19512562300","+15758855784"]
See more information about Amar Shah