Amar N. Shah, Cfa, Cfp® Email and Phone Number
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Amar N. Shah, Cfa, Cfp® phone numbers
Amar Shah founded Client First Capital to create a platform that reflects his values and provides impartial, evidence-based advice to his clients around maximizing their financial well-being. Amar strongly believes that integrity, transparency, knowledge, and insight are core values for a successful, long-term client relationship. Amar has more than 15 years of experience in the financial industry helping individuals, families, and businesses achieve their financial goals. He is experienced in estate planning advice, retirement planning, and risk management. He and his team help clients protect, distribute, and grow their wealth, and they are committed to cultivating long-lasting client relationships based on trust and mutual respect. Prior to founding Client First Capital, Amar was a Senior Wealth Manager at USAA for 8 years and before USAA, he was a vice president within J.P. Morgan’s wealth management division in New York City. Amar holds the Chartered Financial Analyst designation and is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and abides by the code of ethics and fiduciary standards of these best-in-class industry designations. A native of San Diego, Amar grew up in Rancho Penasquitos, California. Amar has a deep commitment to service and community, having served as a firefighter for the City of Poway. He attended the University of California, Riverside, where he received a Bachelor of Science in computer engineering. He was also a board member of CFA Society’s San Diego Chapter, holding the position of Advocacy Chair.An avid sportsman, Amar enjoys ultra-endurance events and has completed multiple Ironman 70.3 races. He has climbed Mount Kilimanjaro, hiked the West Highland Highway, and completed the Rock ‘n’ Roll San Diego Marathon. When he is not training, he serves as a race guard, helping administer first aid at races in Southern California. Amar is also a nature enthusiast and enjoys sharing his love of the outdoors with his wife and two young daughters. To learn more about Amar, contact him at https://clientfirstcap.com/ today!
Client First Capital
View- Website:
- clientfirstcap.com
- Employees:
- 2
-
FounderClient First Capital Apr 2019 - PresentGreater San Diego Area -
Senior Wealth ManagerUsaa Feb 2011 - Apr 2019Greater San Diego Area -
Senior Financial Advisor And Vice PresidentJ.P. Morgan Dec 2009 - Sep 2010New York City -
Manager/Coach/Financial AdvisorAmeriprise Financial Jul 2004 - Dec 2009Southern California Area
Amar N. Shah, Cfa, Cfp® Skills
Amar N. Shah, Cfa, Cfp® Education Details
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Bachelor Of Science
Frequently Asked Questions about Amar N. Shah, Cfa, Cfp®
What company does Amar N. Shah, Cfa, Cfp® work for?
Amar N. Shah, Cfa, Cfp® works for Client First Capital
What is Amar N. Shah, Cfa, Cfp®'s role at the current company?
Amar N. Shah, Cfa, Cfp®'s current role is CIO and Founder at Client First Capital.
What is Amar N. Shah, Cfa, Cfp®'s email address?
Amar N. Shah, Cfa, Cfp®'s email address is am****@****ail.com
What is Amar N. Shah, Cfa, Cfp®'s direct phone number?
Amar N. Shah, Cfa, Cfp®'s direct phone number is 185866*****
What schools did Amar N. Shah, Cfa, Cfp® attend?
Amar N. Shah, Cfa, Cfp® attended University Of California, Riverside.
What skills is Amar N. Shah, Cfa, Cfp® known for?
Amar N. Shah, Cfa, Cfp® has skills like Alternative Investments, Estate Planning, Financial Advisory, Customer Relations, Fixed Annuities, Insurance, Retirement Planning, Wealth Management Services, Portfolio Management, Investments, Relationship Management, Finance.
Who are Amar N. Shah, Cfa, Cfp®'s colleagues?
Amar N. Shah, Cfa, Cfp®'s colleagues are Tom Lawson, Jason Proctor Cfp®, Loren Bailey Chfc®.
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