Client First Capital Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

At Client First Capital, we provide customized, evidenced-based financial solutions by applying behavioral finance to your long term goals, current financial situation and unique life circumstances.  We are the point person that is accountable for executing our client’s financial strategy and providing ongoing guidance based on clear and transparent reporting around progress towards financial goals.  While no person can control the financial markets, our job is to focus on risk, fees and taxes, three areas which we can control. Taking a proactive approach around these three areas is crucial to achieving a higher after-tax return for your family than simply picking and timing the right investment. Our Financial Planning Services are priced on a tiered structure and include the following:
 
• Retirement Planning
• Insurance Planning
• Investment Planning
• Tax Planning
• Estate Planning

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