Amar Shah

Amar founded Client First Capital to create a platform that reflects his values and provides impartial, evidenced based advice to his clients around maximizing their financial wellbeing. Amar strongly believes that integrity, transparency, knowledge and insight are core values to 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 having cultivated long lasting client relationships based on trust and mutual respect. He is experienced in estate planning advice, retirement planning and risk management. He and his team help clients protect, distribute and grow their wealth. 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 JP Morgan's wealth management division in New York City. Amar holds the Chartered Financial Analyst designation and is also a CERTIFIED FINANCIAL PLANNER practitioner and abides by the code of ethics and fiduciary standards of these best in class industry designations. Connect on LinkedIn . Learn more here.

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