Amar Shah (CFA, CFP®)

Amar Shah focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Federal Employees

Planning Specialties

We strive to provide a customized wealth and investment advisory solution focused on building and executing investment strategies with the understanding that no two clients are alike. We do not use cookie cutter models. Instead, we rely on our deep knowledge and insight around best practices for wealth management to build and execute highly tailored, comprehensive and dynamic financial strategies. These financial strategies take into account family dynamics / wealth succession, liquidity needs, risk tolerance and time horizon. In addition to investment selection advice, we focus on managing taxes, fees and expenses to achieve higher yields for our clients. We provide ongoing monitoring and reporting to keep you informed of outcomes.

Additional Information

We specialize in helping clients in retirement and pre-retirement to develop customized wealth and investment solutions. Our wealth management services are ideally priced for individuals and families with $1M or more in investable assets. In addition, we provide comprehensive solutions to high-wealth family offices. We may be a great fit if you: hold $1M+ in investable assets and are approaching retirement or already retired require integration between investments, taxes, and estate planning are looking for a personalized, hands-on approach to wealth management Client First Capital is committed to providing value through integrity, transparency, knowledge, and insight. Our goal is to build trusted, long-term relationships with our clients founded on evidence-based financial advice and sound investment strategies.

NAPFA Start Date

July 21, 2023


This Office

4075 Park Blvd, Suite 102-400 San Diego, CA 92103 Phone: +1 (858) 324-4747