wiseradvisor

Kushal Shah, CRPC ®
Davinci Capital Partners

Tel: (805) 341-7104
3788 Calle Posadas
Newbury Park, CA 91320

Crafting Perfectly Balanced Portfolios

Davinci Capital Partners | Financial Advisor in Newbury Park ,CA

About Davinci Capital Partners

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.


General Information

Name of Custodial Firm:   TD Ameritrade : Fidelity : Charles Shcwab
States Licensed in:   CA AZ UT
Number of Years with Current Firm:   2


Compliance

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
Compensation Methods:   Based on Assets
Fee % Based on Assets:   100%
Additional Details on Charges:   We have break point discounts based on assets that we manage for clients


Education

Business Management Economics - Applied Finance and Accounting  University of California Santa Cruz - Santa Cruz CA
08/2002-06/2005



Faqs

  • Do you have a customer satisfaction or refund policy? We have a very high client satisfaction and our client retention rate is over 97%
  • What is your approach to financial planning? 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. Please see the link below for our complete process: https://www.davincicap.com/Financial-Planning.4.htm
  • Will you be the only person working with me? Yes, at Davinci Capital we do not believe in sending our clients to different advisors based on assets. All of our clients have 1 dedicated advisor to work with them and develop a long term and trusted relationship.
  • How are you compensated? How will I pay for your services? We work on a fee only basis and have NO other charges.
  • How much risk should I be willing to take? This depends on a variety of different factors and is really assessed on a household or individual basis. There are mainly four types of investment profiles: Conservative (Low Risk Tolerance) Balanced (Average Risk Tolerance) Growth (High Risk Tolerance) High Growth or Aggressive (Very High Risk Tolerance)
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Kushal Shah, CRPC ®

Kushal Shah, CRPC ®

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

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My Services

Investment Management & Advice

Investment planning focuses on identifying effective investment strategies according to an investors risk appetite and financial goals. There is a wide variety of investment options, including stocks, bonds, ETFS mutual funds, bank deposits (CDs), real estate and options. Each of these have different characteristics and a good investment plan will usually contain many or all of these. Through investment planning, one can identify the most appropriate portfolio mix to help you meet your objectives.


Retirement Planning

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.


Tax Planning & Mitigation

A key component of financial planning is gaining tax efficiency. DaVinci Capital Partners works with you and your tax preparer so you retain as much of your earned income as possible. We utilize 5 tax planning concepts to help you shrink your tax bill: 1.Tax planning starts with understanding your tax bracket: 2.Understanding the difference between tax deductions and tax credits 3.Being aware of popular tax deductions and credits 4.Tax strategies to shelter income or cut your tax bill 5.Knowing what tax records to keep


Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Communities Served

Agoura Hills Calabasas
Camarillo Canoga Park
Chatsworth Fillmore
Malibu Moorpark
Northridge Oak Park
Oak View Oxnard
Pacific Palisades Piru
Port Hueneme Reseda
Santa Paula Simi Valley
Somis Tarzana
Thousand Oaks Topanga
Ventura West Hills
Westlake Village Winnetka
Woodland Hills

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