Profil
Mr. Amar N.
Shah, CFA, is a Founder & Chief Investment Officer at Client First Capital LLC.
He is experienced in estate planning advice, retirement planning, and risk management.
Mr. Shah and his team help clients protect, distribute, and grow their wealth.
Prior to founding the firm, he 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.
Mr. Shah has over 15 years of experience in the financial industry helping individuals, families, and businesses achieve their financial goals.
He holds the Chartered Financial Analyst designation.
Mr. Shah 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.
Postes actifs de Amar N. Shah
| Sociétés | Poste | Début |
|---|---|---|
Client First Capital LLC
 Client First Capital LLC Investment ManagersFinance Client First Capital LLC (CFC) is an independent registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Amar N. Sah in 2019. CFC provides individuals, families, foundations and other types of clients with wealth and investment advisory solution. | Directeur Général | 01/01/2019 |
Formation de Amar N. Shah
| University of California, Riverside | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Client First Capital LLC
Client First Capital LLC Investment ManagersFinance Client First Capital LLC (CFC) is an independent registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Amar N. Sah in 2019. CFC provides individuals, families, foundations and other types of clients with wealth and investment advisory solution. | Finance |
