Who We Are
DaVinci Capital Partners
Raising the Standard for Financial Balance
Inspired by Da Vinci's mathematical drawing of a person’s ideal body proportions, our logo represents the same concept: perfect balance. As it relates to finances, we believe balance requires a strategy-driven approach to create a strong portfolio and wealth plan. However, we also think experiencing this balance is an essential part of the equation. At DaVinci Capital Partners, we help you establish a sense of balance and peace of mind around your finances by serving as your own personal CFO—managing your financial details as you live your life.
Integrity-driven solutions, attentive service and a high level of experience are all parts of who we are and how we serve our clients. Through an Alliance with Dynamic Wealth Advisors (“Dynamic”), DaVinci Capital Partners receives unparalleled service and support. In addition to providing financial advice to Clients, Dynamic provides access to industry-leading investment resources, economic research, and technology platforms. Get to know us better by learning about our team and DaVinci founder, Kushal Shah.
Kushal Shah, CRPC®
Founder / Managing Director
As a Chartered Retirement Planning Counselor, Kushal specializes in the areas of retirement planning and investment portfolio management. He enjoys helping clients simplify today’s increasingly complex financial environment by designing financial plans tailored to their specific goals and objectives.
After graduating from the University of California Santa Cruz with a double major in Business Management Economics and Applied Finance and 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 life’s critical financial decisions.
Kushal interests include spending time with his family, CrossFit, snowboarding and international travel.
Kushal is the founder and managing director of DaVinci Capital Partners.