DaVinci Capital Partners
30700 Russell Ranch Road, Westlake Village, California, United States
About the DaVinci Capital Partners
DaVinci Capital Partners is a finance institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. With a focus on providing expert financial services and investment opportunities, DaVinci Capital Partners prides itself on delivering innovative solutions and personalized strategies to help clients achieve their financial goals. The team of experienced professionals at DaVinci Capital Partners is dedicated to providing top-tier service and guidance to clients in navigating the complexities of the financial world.
Photos of DaVinci Capital Partners
30700 Russell Ranch Rd #250, Westlake Village, CA 91362, United States
Opening hours of DaVinci Capital Partners
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews of DaVinci Capital Partners
"My wife and I have been with Kushal “K” for 8 years. Over these 8 years “K” has become both our trusted financial advisor as well as a very good friend. It is always a pleasure to meet with “K” and go over our portfolio’s. “K” always takes as much time as is needed to make sure we understand what is going on with our portfolio’s. When we are done with our meeting both my wife and I are confident we are going in the right direction. My wife and I also enjoy hearing about how his family is doing. “K” is a real pleasure to work with and I would recommend “K” to anyone in need of a financial advisor. Jerry and Lynn Fire"
"My husband and I have worked with K and DaVinci Capital Partners for over 6 years. When I moved jobs, K took care of transferring 401K funds to the best portfolio options for us. He is very thorough and explains financial strategies in a language that non-finance people understand. He is responsive when we have queries about our account, and provides regular updates on the economic landscape and how it affects our finances. I feel confident with his philosophy and trust that market strategies will provide the best growth for our financial future."
"My husband initially found and began working with Kushal (K), several years ago. Based on his experience I soon followed. Working with K is truly a partnership, he always takes the time to carefully discuss strategy and give me options. Finance is not my strength, so I truly appreciate his ability to explain things to me. K is the consummate professional, an expert in his field, reliable and I trust him implicitly"
"My husband and I started working with Kushal Shah in 2020, when my husband wanted to ensure the right income to meet our needs once he retired. From the onset, Kushal provided continual and consistent reporting on key movements and trends. He also provided invaluable financial guidance which led to increased revenue for us. But more than this, his expertise was especially beneficial when I was faced with retirement a couple of years after my husband retired. Kushal provided me with long-range financial planning and assisted me with investment decisions that will ensure financial stability and steady income at the lifestyle level that both my husband and I desired. He took the time to explain business functions and strategies and was oriented to the smallest details of my financial plans and goals. Kushal was, and still is, available whenever I reach out to him. I feel secure now, knowing that he is involved in my financial budgets; planning; and therefore, my future."
"My wife and I have been under K’s professional guidance over the past seven years. He has designed a portfolio using his experience and just enough of my input to make me feel confident with the financial decisions that are being made. He uses his knowledge of market impacts and world affairs to apply to short and long term goals. He offers resources to me and his other clients that keep us abreast of outside influences and a medium for an open dialogue with him and other clientele. He is very personable and engaging, creating a comfortable and seemingly exclusive relationship."
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