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Amar S
CFP®, CFA®, Series 66
San Diego, CA
Client First Capital, LLC
Amar Shah is a CFP®, CFA®, and Series 66-licensed financial advisor with 20 years of industry experience. He has been with Client First Capital, LLC since 2019 and previously worked at USAA in various financial planning and advisory roles from 2011 to 2019. Client First Capital serves individuals, high-net-worth clients, trusts, and estates by providing asset management, comprehensive portfolio management, and standalone financial planning and consulting. The firm employs a fiduciary, client-specific process that incorporates multiple methods of analysis and offers distinct portfolio strategies to align risk profiles with client objectives.
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