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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Kushal Shah, CRPC ®

Kushal Shah, CRPC ®

Kushal Shah, CRPC ®, a financial fiduciary has been a Paladin Registry member since 2020. Kushal is the owner of certifications and has over 14 years of experience. Kushal provides financial services to clients in the Newbury Park, California area.

I. Snapshot

A. Registry Member
  • Since 2020
B. Years of Experience
  • 14
C. College Degrees
  • Business Management Economics - 06/2005
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    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

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 3788 Calle Posadas
    Newbury Park, California, 91320
C. Telephone
  • 805.341.7104

III. Internet

A. Visit Website

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Did Not Answer
D. Name of Broker/Dealer
  • Did Not Answer
E. Name(s) of Custodian(s)
  • Did Not Answer

V. Credentials

A. Years of Financial Experience
  • 14 Years
B. College, Degrees, Years
  • Business Management Economics - 06/2005
C. Current Certifications
  • None
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • None
C. Industry Licenses
  • RIA/IAR Registration
D. Registration & License Numbers
  • CRD: 5017061
  • IARD: None
  • Insurance: None
E. State Licences
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    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

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Asset-Based Fee
F. Methods of Communication
  • Did Not Answer
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Did not answer
B. Types of Financial Services
  • Did Not Answer
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • Kushal Shah, CRPC ®
Most Recent Update:
  • Aug 17, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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