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Amar Shah, CFA, CFP®

Helping Individuals, Families and Businesses Achieve Their Financial Goals

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Client First Capital Amar Shah, CFA, CFP®
San Diego, CA

Serving Clients Nationwide

Helping Individuals, Families and Businesses Achieve Their Financial Goals

35 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

858-324-4747

Website

Areas of Focus

  • Equity Compensation Options
  • Estate Planning
  • Family and Money
  • Inherited Wealth
  • Investing
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • 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

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • CFP Board

Primary Location

4075 Park Blvd, San Diego, CA 92103, USA

Additional Locations

📍 4075 Park Blvd, Suite 102-400 San Diego, CA 92103

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • 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

Badges

Hobbies and Interests

  • Camping
  • Cycling
  • Family
  • Hiking
  • Running
  • Surfing
  • Swimming

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 29, 2022
Amar has been my family's most trusted financial planner for so many years now he is truly a part of our family. He has personally helped me navigate different financial situations with such ease! What sets Amar apart from any other planners I have worked with is he really takes that extra time to get to know each of his client's personal needs and goals therefore maximizing their investments to fund that which they value the most. Do yourself and/or your family a favor and reach out to him because you will not be disappointed!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jaclyn Colbeth
Jaclyn Colbeth

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 27, 2022
Amar Shaw has been our financial advisor for almost 10 years. Initially we were affiliated through his role as an advisor with USAA. We were always pleased with his professional approach to financial planning. Detailed personal meetings resulted in a very specific plan dependent on our goals, expectations, risk tolerance and many other factors unique to us. Amar has helped us invest through a time of income generated through work to our current situation as a retired couple. When USAA changed its model for individual advisors contact with clients, Amar decided to leave and establish his own firm, Client First Capital. We elected to leave USAA and stay with Amar. We are delighted with this decision. Amar made the transition seamless and his Client First on line portal is excellent and provides much better account information than we previously obtained. Amar utilizes a disciplined and data driven approach. He has provided calm, intelligent and effective advice throughout periods of great volatility in the current investment environment. He continues excellent personal communication through email phone and in person meetings. He is always available for consultation. We would give him a 5 star recommendation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Larry G
Larry G

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 27, 2022
Client First Capital with Amar Shaw is the best financial investment company/advisor I have ever hand, and I have had a few. He provides information in a concise and understandable form, is on top of everything constantly, explains well what is happening and actions taken, and keeps up with the current financial world and conveys that information to clients in a clear and understandable way. And he has our big picture in mind and integrates personal considerations into his financial planning.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Maurice L.
Maurice L.

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 27, 2022
We have been with Amar for a number of years and totally trust his judgement and business ethics. He not only has an amazing knowledge of the financial world but also has the unique ability to explain things to a neophyte like me. He and his business partner Jason are a pleasure to work with. Trust is what it is all about, and we TRUST them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gary S.
Gary S.

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 27, 2022
Find Amar to guide me through the challenges with midlife financial decisions has been a huge weight off my shoulders. He is guiding me through Traditional vs ROTH IRA moves and when is the right time to do it has been great. He has brought up so many things I didn't think about when I made financial decisions in the past. Having an expert on my side has been wonderful. Easy to reach via phone and email and love the website for organizing my financial life and all the pieces that make it up (not just investments).
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for The K.
The K.

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 27, 2022
My husband & I started with Amar many, many years ago when he was with his previous employer. There was an instant rapport that has lasted to this day. When my husband died 6 years ago, Amar was there for me as he is now. There was no question that I would follow Amar when he started his own company & I have been more than pleased with the result. Finding Amar those many years ago was a very lucky day for me!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kay D.
Kay D.

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 27, 2022
I have worked with Amar Shah for several years. Our relationship predated his launch of Client First Capital. I have been highly satisfied with Amar and the level of service that he has provided. I live two time zones away and we have successfully navigated the physical distance by leveraging technology. Amar has provided sound advice using a transparent process and backed up by best in class research. I have been impacted less than most during this current downturn. I attribute this to Amar's attention to detail and financial acumen.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jennifer B
Jennifer B

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 27, 2022
We wouldn’t go anywhere else for our financial needs than to Amar Shah and Client First Capital. We have known Amar for many years and followed him from a previous employer to join his business as a client. He is able to communicate financial explanations and recommendations in a way that a lay person can easily understand, and always listens to our concerns and questions. He is easily accessible by phone, text, and email. He is also interested in how we are, personally, and knows our family. We have followed his growing family and like the fact that we have that relationship with him, too; it’s not all business! We highly recommend Amar Shah and his staff to handle your financial investments for life!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for valery k.
valery k.

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 27, 2022
We have known and worked with Amar Shah since 2017. When he founded Client First Capital, we decided without hesitation to continue with Amar as our financial adviser and to have him continue to manage our investments. Amar has always given us sound, conservative financial advice about our portfolio. He always makes time to clearly answer our questions faithfully updates us with useful periodic reports about the status of our investments. We trust him to manage our retirement savings with our best interests in mind. Karen and I highly recommend Amar Shah and Client First Capital as an outstanding investment and management resource for your retirement funds!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dan B
Dan B

5 Stars

✅ Wealthtender Certified Advisor Review™
May 27, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor understands my needs & goals How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 5 (we do not believe he answered this question correctly) How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Client First Capital is knowledgeable, friendly, courteous If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Richard K.
Richard K.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 25, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • N/A If you have any other feedback for us, we'd love to hear from you. • We continue to recommend Client First Cap to our friends.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for George L.
George L.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 24, 2022
Top things you value in your advisor: • My advisor understands my needs & goals • My advisor serves as a professional sounding board to help make financial decisions • My advisor clearly communicates & explains the recommendations How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Honest, trustworthy If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Grace D.
Grace D.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 23, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor understands my needs & goals • My advisor clearly communicates & explains the recommendations How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Accessible, knowledgeable, proactive, successful, listens to our needs and provides explanations we can understand. If you have any other feedback for us, we'd love to hear from you. • We wouldn’t go anywhere else!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Valery K.
Valery K.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 22, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor understands my needs & goals • My advisor serves as a professional sounding board to help make financial decisions How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Good communication and calm responsive advice that is well thought out. If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Larry G.
Larry G.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 21, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor understands my needs & goals • My advisor provides proactive advice How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Personal service If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Debbie D.
Debbie D.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 21, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor understands my needs & goals • My advisor clearly communicates & explains the recommendations How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Reliable, knowledgeable, friendly, responsive, honest If you have any other feedback for us, we'd love to hear from you. • Very satisfied with the service we receive.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jack and Kathy E.
Jack and Kathy E.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 19, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor serves as a professional sounding board to help make financial decisions • My advisor clearly communicates & explains the recommendations How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Small, efficient office with personalized service. If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Karen B.
Karen B.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 17, 2022
Top things you value in your advisor: • My advisor understands my needs & goals • My advisor clearly communicates & explains the recommendations • My advisor provides proactive advice How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Engaged, looks at the big picture, comprehensive, knowledgeable about many things, takes time to talk and explain, acts responsively, can drive and talk at the same time If you have any other feedback for us, we'd love to hear from you. • Kamryn seems like a good asset. Cordial, quick & helpful
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Maurice L.
Maurice L.

4 Stars

✅ Wealthtender Certified Advisor Review™
May 15, 2022
Top things you value in your advisor: • My advisor understands my needs & goals • My advisor clearly communicates & explains the recommendations • My advisor provides proactive advice How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 9 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 8 How would you describe Client First Capital to a friend? • Concerned with your life goals, not just your financial goals If you have any other feedback for us, we'd love to hear from you. • I'm very happy that we met you via USAA.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bill N.
Bill N.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 14, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor understands my needs & goals • My advisor serves as a professional sounding board to help make financial decisions How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Honest, knowledgeable, friendly If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gary S.
Gary S.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 13, 2022
Top things you value in your advisor: • My advisor serves as a professional sounding board to help make financial decisions How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Clients’ needs come first If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jodi S.
Jodi S.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 12, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor provides proactive advice • My advisor provides a variety of integrated services that serve my wealth planning needs How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Professional, personable, knowledgeable advisor If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sheila L.
Sheila L.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 11, 2022
Top things you value in your advisor: • My advisor understands my needs & goals • My advisor serves as a professional sounding board to help make financial decisions • My advisor clearly communicates & explains the recommendations How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 9 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Trustworthy If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Don M.
Don M.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 10, 2022
Top things you value in your advisor: • My advisor understands my needs & goals • My advisor serves as a professional sounding board to help make financial decisions • My advisor provides proactive advice How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 8 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 9 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Boutique personal investment management with special expertise in retirement planning If you have any other feedback for us, we'd love to hear from you. • At times we struggle a little to keep up with Amar during conference calls
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tim D.
Tim D.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 9, 2022
Top things you value in your advisor: • My advisor understands my needs & goals • My advisor clearly communicates & explains the recommendations • My advisor provides proactive advice How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Proven skill in investing and outstanding financial strategies, professional, well-informed, thorough in explaining investment strategies, personally tailored to our financial needs and goals, friendly and caring about us personally and financially If you have any other feedback for us, we'd love to hear from you. • We have known and trusted Amar Shah for many years in his previous capacity and since he started Client First Capital. We trust him implicitly with our finances. Client First's results through recent national and global difficulties have been very impressive and we are completely satisfied.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jill and Stephen G.
Jill and Stephen G.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 9, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor clearly communicates & explains the recommendations How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 9 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Straight forward approach to financial planning. If you have any other feedback for us, we'd love to hear from you. • You have managed to make a "long-distance" relationship seem personal. I also appreciate your low-key approach.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jennifer B.
Jennifer B.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 8, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor serves as a professional sounding board to help make financial decisions • My advisor provides proactive advice How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Personal, proactive, comprehensive, user-friendly If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Angie B.
Angie B.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 7, 2022
Top things you value in your advisor: • My advisor serves as a professional sounding board to help make financial decisions • My advisor clearly communicates & explains the recommendations • My advisor provides proactive advice How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Informative personal service with the client’s best interest in mind If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ravi P.
Ravi P.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 6, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor understands my needs & goals • My advisor clearly communicates & explains the recommendations How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Using Client First Capital is a very personal experience in a very impersonal field. If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kay D.
Kay D.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 5, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor serves as a professional sounding board to help make financial decisions • My advisor provides proactive advice How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Good solid advice, trusted asset management, always gets back to me when I have a question! If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dan B.
Dan B.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 4, 2022
Top things you value in your advisor: • My advisor understands my needs & goals • My advisor serves as a professional sounding board to help make financial decisions • My advisor provides proactive advice How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Hands-on, practical, no hard sell If you have any other feedback for us, we'd love to hear from you. • keep doing what you are doing, would like to meet or hear more about your support staff
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Albert T.
Albert T.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 3, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor serves as a professional sounding board to help make financial decisions • My advisor clearly communicates & explains the recommendations How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 8 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 9 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Most definitely client-focused; good planners and listeners If you have any other feedback for us, we'd love to hear from you. • Video conferences work fine, but I am 'old school,' and would appreciate in-person meetings at least once or twice a year.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

5 Stars

✅ Wealthtender Certified Advisor Review™
May 2, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor serves as a professional sounding board to help make financial decisions • My advisor provides proactive advice How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 9 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Smart, effective, trustworthy, customer focused If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Paul W.
Paul W.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 1, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly • My advisor serves as a professional sounding board to help make financial decisions How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • Pro active professional service If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Roger S.
Roger S.

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 30, 2022
Top things you value in your advisor: • My advisor is easy to reach & responds quickly How well do you feel your advisor is addressing your financial planning and wealth management needs? Scale from 1-10. • 10 How well do you feel Client First Capital is supporting your service requests? Scale from 1-10. • 10 How likely are you to recommend us to a friend or colleague? Scale from 1-10. • 10 How would you describe Client First Capital to a friend? • We have been with Client First Capital since its inception, through good and bad times. For us, keeping our losses to a minimum during the bad times is essential and they have done that. If you have any other feedback for us, we'd love to hear from you. • N/A
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Warren E.
Warren E.
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