Our mission is to help our clients make smart investment, and financial decisions through relationships based on uncompromising integrity, trust, and personalized service. At DaVinci Capital Partners, we firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective advice and experience-led execution to bring that vision to life. Our vision as a firm focuses on helping others achieve their financial goals, as well as understanding each client's unique purpose, mission, and values. We strive to provide financial peace of mind by delivering tailored objective advice designed to give clients the confidence to pursue their own dreams and passions.
|Name of Custodial Firm:||TD Ameritrade : Fidelity : Charles Shcwab|
|States Licensed in:||CA AZ UT|
|Number of Years with Current Firm:||2|
|Advisory Services Provided:||Financial Planning for Individuals, Retirement Planning, Estate Planning & Trusts, Tax Advice and Services|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Fee % Based on Assets:||100%|
|Additional Details on Charges:||We have break point discounts based on assets that we manage for clients|
|Business Management Economics - Applied Finance and Accounting||
University of California Santa Cruz - Santa Cruz CA
As a Chartered Retirement Planning Counselor, CRPC® Kushal specializes in the areas of retirement planning and investment portfolio management. He enjoys helping clients simplify todays increasingly complex financial environment by designing financial plans tailored to their specific goal and objectives.
After graduating from University of California Santa Cruz with double major in Business Management Economics, and Applied Finance & Accounting, Kushal began work at UBS, a Swiss multinational investment bank. After UBS, Kushal transitioned his career from the institutional side of the business to the personal side working at TD Ameritrade for 6 years and Retirement Planners of America for 4 years. Working with families, retirees and individuals he finds his work more impactful and aligned with his values. He is passionate about providing unbiased advice and coaching clients through lifes critical financial decision
Kushal and his wife Joy have been married for over 14 years. They have 3 daughters and a son. His interests include spending time with his family, crossfit, snowboarding, and international travel.
Kushal is the founder and managing director of Davinci Capital Partners
Creating a retirement plan personalized to you and your goals is the purpose of retirement planning at DaVinci Capital Partners and it has a 4-step process. Discover In our discovery phase, we have two main goals: one is to understand what a happy retirement looks like to you and the other to understand where youre at with your finances. We will start with a document checklist to help you begin gathering the documents to help create your plan. The list may include documents to assist with other areas such as: estate planning, tax planning, insurance planning and more Prioritize Our advisors will present your investment plan that will have specific suggestions for you to help achieve your retirement goals, as well as a personalized portfolio based on your specific income needs, risk tolerance, goals and objectives. Implement We will start following up on the prioritized steps from your plan. This may include: Meeting your CPA regarding your tax plan, working with your estate attorney or insurance provider to assist you in protecting your loved ones. Your assets will be invested into the appropriate diversified portfolio based on factors like risk, income needs, liquidity needs, any unique circumstances that you may have. Monitor Youll meet quarterly with your advisor to review your plan. Updates will be made to your plan based on any changes in your life. Youll receive quarterly performance reports. Youll also have access to: client events, educational webinars, and newsletters.
Financial Planning for Individuals
A successful financial plan is about more than simply portfolio performance. A financial plan is a comprehensive statement of an individual's long-term objectives for security and well-being. Simply put its a path that takes you from where you are to where you truly want to be. Thats why the DaVinci Capitals Partners financial planning process starts with the relationship between you and your financial advisor. Developing a partnership that ensures we understand your goals, and lets us help you prioritize and organize your financial decisionsso you can achieve peace of mind and live your life.
Estate Planning & Trusts
Estate planning is for everybody, not just the wealthy. Without an appropriate estate plan, your family, relatives and friends can spend a lifetime, and their life savings, battling over your assets. It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or other third parties.
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|
|Santa Paula||Simi Valley|