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Kushal Shah, CRPC

Integrity |Trust | Personal Service l Raising the Standard for Financial Balance

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DaVinci Capital Partners Kushal Shah, CRPC
Thousand Oaks, CA

Serving Clients Nationwide

Integrity |Trust | Personal Service l Raising the Standard for Financial Balance

10 Certified Advisor Reviews™
Rate this Advisor

805-341-7104

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

As a Chartered Retirement Planning Counselor (CRPC®), Kushal Shah specializes in the areas of retirement planning and investment portfolio management. He enjoys helping clients simplify today’s increasingly complex financial environment by designing financial plans tailored to their specific goals and objectives.

After graduating from the University of California Santa Cruz with a double major in Business Management Economics and Applied Finance and Accounting, Kushal began work at UBS, a Swiss multinational investment bank. After UBS, Kushal transitioned his career from the institutional side of the business to the personal side, working at TD Ameritrade for 6 years and Retirement Planners of America for 4 years. Working with families, retirees and individuals he finds his work more impactful and aligned with his values. He is passionate about providing unbiased advice and coaching clients through life’s critical financial decisions.

Kushal's interests include spending time with his family, doing CrossFit, snowboarding, and traveling internationally.

Kushal is the founder and managing director of DaVinci Capital Partners.

Professional Designations

  • Chartered Retirement Planning Counselor (CRPC)

Primary Location

3788 Calle Posadas, Newbury Park, Thousand Oaks, CA 91320, USA

Meeting Options

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

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call at a time convenient for you.

Offers Investment Management

Yes

About our Firm

Inspired by Da Vinci's mathematical drawing of a person’s ideal body proportions, our logo represents the same concept: perfect balance. As it relates to finances, we believe balance requires a strategy-driven approach to create a strong portfolio and wealth plan. However, we also think experiencing this balance is an essential part of the equation. At DaVinci Capital Partners, we help you establish a sense of balance and peace of mind around your finances by serving as your own personal CFO—managing your financial details as you live your life.

Integrity-driven solutions, attentive service and a high level of experience are all parts of who we are and how we serve our clients.

Education

University of California Santa Cruz, Business Management Economics and Applied Finance and Accounting

Badges

Hobbies and Interests

  • Family
  • Skiing
  • Traveling
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Blended Family
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Living in Retirement
  • Parents
  • Technology Professionals
  • Young Families

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.

Confident in philosophy & trust

✅ Wealthtender Certified Advisor Review™
Aug 11, 2023
My husband and I have worked with K and DaVinci Capital Partners for over 6 years. When I moved jobs, K took care of transferring 401K funds to the best portfolio options for us. He is very thorough and explains financial strategies in a language that non-finance people understand. He is responsive when we have queries about our account, and provides regular updates on the economic landscape and how it affects our finances. I feel confident with his philosophy and trust that market strategies will provide the best growth for our financial future.
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 Marilen Hernandez
Marilen Hernandez

He helps me by maximizing my retirement investments

✅ Wealthtender Certified Advisor Review™
Jul 14, 2023
It is my pleasure to leave this review! I highly recommend Kushal at Divinci Capital Partners. I am a 58 yr old single Nurse and I have known "K" for about 7 years. K was my retirement planner at another company, and even there, I was blown away by his customer service, dedication, guidance, knowledge and really having my best interest at heart. He had other Nurse clients and was familiar with the nuances of our profession. I was thrilled and proud when he started his own firm! I waited til he got established and joined Divinci last year 2022. I continue to be pleased with K's service. He is thorough, kind, patient, knowledgeable, and responsive to all questions or concerns. My portfolio is doing well and I am confident in his philosophy and market strategies in maximizing my retirement investments. Thank you, my friend, and continued success to you !!
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 Janina S
Janina S

Effective & Knowledgeable Advisor

✅ Wealthtender Certified Advisor Review™
Jul 14, 2023
My wife and I have worked with Kushal Shah for over 6 years, and he has been an effective and knowledgeable advisor. He provides excellent ideas for investments and I enjoy working with him. I truly feel like we manage my account as partners, and he always takes the time to explain the risks and benefits of his suggested ideas and investment strategies.
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 Mario H
Mario H

Trusted Advisor

✅ Wealthtender Certified Advisor Review™
Jul 7, 2023
My husband initially found and began working with Kushal (K), several years ago. Based on his experience I soon followed. Working with K is truly a partnership, he always takes the time to carefully discuss strategy and give me options. Finance is not my strength, so I truly appreciate his ability to explain things to me. K is the consummate professional, an expert in his field, reliable and I trust him implicitly.
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 Mandy P
Mandy P

Helping us with our inheritance & retirement

✅ Wealthtender Certified Advisor Review™
Jul 6, 2023
My wife Mary and I have been working with Kushal Shah or “K” for the past seven years, and his knowledge regarding inheritance matters was very instrumental in helping us navigate a family situation that arose due to a death in the family. Kushal was also helpful in helping us with our retirement portfolio so we don’t run out of money and bringing alternative investment strategies to our attention. Kushal is very personable and professional and has our best interests at heart.
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 Mary. C
Richard Mary. C

Providing invaluable financial guidance & peace of mind

✅ Wealthtender Certified Advisor Review™
Jun 30, 2023
My husband and I started working with Kushal Shah in 2020 when my husband wanted to ensure the right income to meet our needs once he retired. From the onset, Kushal provided continual and consistent reporting on key movements and trends. He also provided invaluable financial guidance which led to increased revenue for us. But more than this, his expertise was especially beneficial when I was faced with retirement a couple of years after my husband retired. Kushal provided me with long-range financial planning and assisted me with investment decisions that will ensure financial stability and steady income at the lifestyle level that both my husband and I desired. He took the time to explain business functions and strategies and was oriented to the smallest details of my financial plans and goals. Kushal was, and still is, available whenever I reach out to him. I feel secure now, knowing that he is involved in my financial budgets; planning; and therefore, my future.
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 Jake Caroll L.
Jake Caroll L.

Enjoying my retirement years

✅ Wealthtender Certified Advisor Review™
May 30, 2023
My wife and I began working with DaVinci Capital and Kushal Shah about a year and a half ago, just before I retired. I can say during that time, the entire staff at DaVinci Capital have performed above my expectations. Their ability to tailor my investment portfolio was exactly as my wife and I requested. We are always made aware of possible strategic changes to the investment model, and we have a choice as to the direction we head in. Any possible changes in the model or investment strategy are presented to us by phone call or a personal visit, and we reach the decision together as to how to proceed. We feel very secure with Davinci Capital, and specifically with Kushal. They take the pressure off us, so that I can enjoy my retirement years.
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 Mark Brodsky
Mark Brodsky

Enjoying my retirement to the fullest

✅ Wealthtender Certified Advisor Review™
Apr 25, 2023
I was looking for a financial advisor as I approached retirement about seven years ago, to assist me through the retirement planning process. Kushal Shah provided me with professional guidance and support, helping me navigate complex financial matters and ensuring that my retirement plan was tailored to my unique needs and goals. When I decided to sell my home, Kushal consulted with my CPA and myself to determine how best to proceed from a financial planning and tax consequence perspective. Kushal again demonstrated his skills, providing me with valuable insights and helping me make informed decisions. Finally, the creation of lifetime income was yet another area in which Kushal truly shined. Through careful planning and analysis, Kushal and his team were able to create a sustainable stream of income that will support me for years to come, providing me with the financial stability and security I need to enjoy my retirement to the fullest. Kushal is always available to answer my questions and address any concerns I have providing me with peace of mind and confidence in my financial future. His dedication and unwavering commitment to your financial success are truly unmatched.
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 Marshall. V
Marshall. V

trusted advisor – anticipating my financial path

✅ Wealthtender Certified Advisor Review™
Apr 13, 2023
My husband and I met and began working Kushal Shah seven years ago. From the first meeting, Kushal’s financial expertise was evident and the value of his interpersonal skills were yet to unfold. In 2019, my husband was diagnosed with pancreatic cancer. Our relationship with Kushal was already firmly established. As my husband’s health declined, I relied on Kushal to continue to educate me in our finances. He became not only an invaluable financial advisor, but a support and friend in a very difficult time. My husband passed away in 2020. Since then, as I have navigated and learned to manage all aspects of my life as a widow, I continue to rely on Kushal’s expertise and friendship. I am incredibly appreciative of his patience and thorough explanation of my finances. As Kushal is well acquainted with my personal situation, he always gives sound advice with regard to the “whole picture” - based on careful knowledge, a team approach and forward-thinking analysis. This is reflected in the return on my investments, comfort level and peace of mind. As I continue to grow in my financial understanding, I rely on Kushal to act as a trusted advisor. I would not have managed my way through this new chapter in my life without him. I look forward to Kushal’s sound guidance – anticipating my financial path and knowing that I truly have a partner in decisions that are always in my best interest.
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 Mary C.
Mary C.

Creating a comfortable and exclusive relationship.

✅ Wealthtender Certified Advisor Review™
Apr 13, 2023
My wife and I have been under K’s professional guidance over the past seven years. He has designed a portfolio using his experience and just enough of my input to make me feel confident with the financial decisions that are being made. He uses his knowledge of market impacts and world affairs to apply to short and long term goals. He offers resources to me and his other clients that keep us abreast of outside influences and a medium for an open dialogue with him and other clientele. He is very personable and engaging, creating a comfortable and seemingly exclusive relationship.
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 John K.
John K.
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