What departments does Client First Capital have?

Client First Capital has employees across 2 departments including Business Development, Finance.

What is the largest department at Client First Capital?

The largest department at Client First Capital is Business Development with 1 employees.

Where are Client First Capital employees located globally?

Client First Capital has employees across 2 continents and 2 countries including India, United States Of America.

How has Client First Capital's team size changed over time?

Client First Capital's team has remained stable from approximately 4 to 4 employees based on available data.

Client First Capital Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Client First Capital offers customized, evidence-based financial guidance that integrates behavioral finance with clients' long-term goals, current financial circumstances, and life events. The firm serves as the primary point of contact for implementing a client's financial strategy and providing ongoing guidance, supported by transparent reporting on progress toward goals. It focuses on managing risk, fees, and taxes—areas within its control—and pursues a proactive approach to improve after-tax outcomes beyond investment selection and market timing. Based in San Diego, California, the company operates in the financial services industry and serves individuals and families seeking comprehensive planning. Its services are offered on a tiered pricing structure and cover retirement, insurance, investment, tax, and estate planning. The organization is a small team that provides a personalized, ongoing advisory relationship.

Client First Capital Global Highlights

North America
7

United States Of America
7

Asia
1

India
1

Client First Capital's Leadership

C. S.
Director, Business Development Client First Capital
Mobile Phone
Email
L. B.
Wealth Manager
Mobile Phone
Email
J. P.
Financial Planner
Mobile Phone
Email

Client First Capital Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Client First Capital

Name

Title

Contact Info

Location

Last Update

C. S.
Director, Business Development Client First Capital
Mobile Phone
Email
United StatesArizona
Apr 15, 2026
L. B.
Wealth Manager
Mobile Phone
Email
United StatesNew York
J. P.
Financial Planner
Mobile Phone
Email
UNITED STATES
Oct 22, 2024

Frequently Asked Questions

What is Client First Capital known for?

Client First Capital was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 4075 Park Boulevard Suite 102-400 San Diego, California 92103 United States. Explore Client First Capital's company overview page for more information.

What is Client First Capital's most common email format?

Client First Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Client First Capital email formats with LeadIQ.

How many employees does Client First Capital have currently?

Client First Capital has approximately 7 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Client First Capital's key employees and leadership?

As of February 2026, Client First Capital's key employees include:

Director, Business Development Client First Capital: C. S.
Wealth Manager: L. B.
Financial Planner: J. P.

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Client First Capital Employee Directory

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