National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Kushal Shah, CRPC ®

Davinci Capital Partners

3788 Calle Posadas

Newbury Park, CA 91320
(805) 3417104

Crafting Perfectly Balanced Portfolios

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

CRD#

5017061

Firm CRD#

5017061

Name of Custodial Firm

TD Ameritrade : Fidelity : Charles Shcwab

States Licensed in

CA AZ UT

Years of Experience in Financial Services

14

Number of Years with Current Firm

2

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

Securities Licenses

Series 66

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
08/2002 - 06/2005