Areas of Focus
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Equity Compensation Options
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Estate Planning
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Family and Money
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Inherited Wealth
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Investing
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Investment Management
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Owning a Business
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Retirement Planning
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Taxes
About Me
Amar Shah founded Client First Capital to create a platform that reflects his values and provides impartial, evidence-based advice to his clients around maximizing their financial well-being. Amar strongly believes that integrity, transparency, knowledge, and insight are core values for a successful, long-term client relationship.
Amar has more than 20 years of experience in the financial industry, helping individuals, families, and businesses achieve their financial goals. He is experienced in estate planning advice, retirement planning, and risk management. He and his team help clients protect, distribute, and grow their wealth, and they are committed to cultivating long-lasting client relationships based on trust and mutual respect.
Prior to founding Client First Capital, Amar was a Senior Wealth Manager at USAA for 8 years, and before USAA, he was a vice president within J.P. Morgan’s wealth management division in New York City. Amar holds the Chartered Financial Analyst designation and is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and abides by the code of ethics and fiduciary standards of these best-in-class industry designations.
A native of San Diego, Amar grew up in Rancho Penasquitos, California. Amar has a deep commitment to service and community, having served as a firefighter for the City of Poway.
He attended the University of California, Riverside, where he received a Bachelor of Science in computer engineering. He was also a board member of CFA Society’s San Diego Chapter, holding the position of Advocacy Chair.
An avid sportsman, Amar enjoys ultra-endurance events and has completed multiple Ironman 70.3 races. He has climbed Mount Kilimanjaro, hiked the West Highland Highway, and completed the Rock ‘n’ Roll San Diego Marathon. Most recently, he has completed the iconic swim, Escape from Alcatraz.
When he is not training, he serves as a race guard, helping administer first aid at races in Southern California. Amar is also a nature enthusiast and enjoys sharing his love of the outdoors with his wife and two young daughters.
Professional Designations
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CERTIFIED FINANCIAL PLANNER™ Professional
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Chartered Financial Analyst (CFA)
Primary Location
4075 Park Blvd, San Diego, CA 92103, USA
Additional Locations
📍 4075 Park Blvd, Suite 102-400 San Diego, CA 92103
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Only
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Flat Fee
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Hourly Rate
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Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 30-minute introductory phone call. This will give us both a chance to make sure your situation matches our expertise. I look forward to speaking with you.
Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
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 Planning
Visit our website to learn more about why Client First Capital is the firm for you!
Education
University of California, Riverside, Bachelor of Science, Computer Engineering; Embedded Systems
Volunteer Experience
Board of Directors and Junior Director for San Diego Velodrome
Hobbies and Interests
- Camping
- Cycling
- Family
- Hiking
- Running
- Surfing
- Swimming
Who We Serve
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Baby Boomers
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Business Owners
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Corporate Executives
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Couples
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Dual Income Family
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Gen X
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Intergenerational Families
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Living in Retirement
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Parents