fbpx

Kushal Shah, CRPC

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

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
DaVinci Capital Partners Kushal Shah, CRPC
Thousand Oaks, California

Serving Clients Nationwide

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

Rated 0 out of 5
0 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • 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 and his wife, Joy, have been married for over 14 years. They have 3 daughters and a son. His interests include spending time with his family, CrossFit, snowboarding and international travel.

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

Professional Designations

  • Chartered Retirement Planning Counselor (CRPC)

Primary Location

3788, Calle Posadas, Thousand Oaks, California, 91320

Meeting Options

  • Video Conference
  • In-Person
  • Phone

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

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

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.

Write a Review


By clicking submit, you agree to our review policy, privacy policy, and terms and conditions.

There are no reviews yet. Be the first one to write one.