Amar Shah, CFA, CFP®
Helping Individuals, Families and Businesses Achieve Their Financial Goals
Helping Individuals, Families and Businesses Achieve Their Financial Goals
📍 4075 Park Blvd, Suite 102-400 San Diego, CA 92103
University of California, Riverside, Bachelor of Science, Computer Engineering; Embedded Systems
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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!
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.
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.
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.
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).
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!
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.
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!
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!
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