Insights

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Gathering insights about Client First Capital

Similar companies to Client First Capital

Client First Capital Tech Stack

Client First Capital uses 8 technology products and services including Font Awesome, Google Cloud, Vue.js, and more. Explore Client First Capital's tech stack below.

  • Font Awesome
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • Vue.js
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • parallax.js
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Google Plus
    Widgets

Media & News

Client First Capital's Email Address Formats

Client First Capital uses at least 1 format(s):
Client First Capital Email FormatsExamplePercentage
First@clientfirstcap.comJohn@clientfirstcap.com
89%
FM.Last@clientfirstcap.comJM.Doe@clientfirstcap.com
11%

Frequently Asked Questions

Where is Client First Capital's headquarters located?

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Client First Capital's main headquarters is located at 4075 Park Boulevard Suite 102-400 San Diego, California 92103 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Client First Capital's official website and social media links?

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Client First Capital's official website is clientfirstcap.com and has social profiles on LinkedIn.

What is Client First Capital's NAICS code?

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Client First Capital's NAICS code is 52 - Finance and Insurance.

How many employees does Client First Capital have currently?

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As of February 2026, Client First Capital has approximately 7 employees across 2 continents, including North AmericaAsia. Key team members include Director, Business Development Client First Capital: C. S.Wealth Manager: L. B.Financial Planner: J. P.. Explore Client First Capital's employee directory with LeadIQ.

What industry does Client First Capital belong to?

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Client First Capital operates in the Financial Services industry.

What technology does Client First Capital use?

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Client First Capital's tech stack includes Font AwesomeGoogle CloudVue.jsjQueryparallax.jsUnderscore.jsGoogle Tag ManagerGoogle Plus.

What is Client First Capital's email format?

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Client First Capital's email format typically follows the pattern of First@clientfirstcap.com. Find more Client First Capital email formats with LeadIQ.

When was Client First Capital founded?

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Client First Capital was founded in 2019.

Client First Capital

Financial ServicesCalifornia, United States2-10 Employees

At Client First Capital, we provide customized, evidenced-based financial solutions by applying behavioral finance to your long term goals, current financial situation and unique life circumstances.  We are the point person that is accountable for executing our client’s financial strategy and providing ongoing guidance based on clear and transparent reporting around progress towards financial goals.  While no person can control the financial markets, our job is to focus on risk, fees and taxes, three areas which we can control. Taking a proactive approach around these three areas is crucial to achieving a higher after-tax return for your family than simply picking and timing the right investment. Our Financial Planning Services are priced on a tiered structure and include the following:
 
• Retirement Planning
• Insurance Planning
• Investment Planning
• Tax Planning
• Estate Planning

Visit our website to learn more about why Client First Capital is the firm for you!

Section iconCompany Overview

Headquarters
4075 Park Boulevard Suite 102-400 San Diego, California 92103 United States
NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Client First Capital's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Client First Capital's revenue is estimated to be in the range of $1M$10M

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