DaVinci Capital Partners - Westlake Village, California

Jerry F.

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

Marilen H.

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.

Mandy P.

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

John K.

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.

Caroll L.

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.

Janina S.

It is my pleasure to leave this review! I highly recommend Kushal at Divinci. I am a 58 yr old single Nurse and I have know K for about 7 years. K was my retirement planner at another company, and even there, I was blown away by his customer service, dedication, guidance, knowledge and really having my best interest at heart. He had other Nurse clients and was familiar with the nuances of our profession. I was thrilled and proud when he started his on firm! I waited til he got a established and joined Divinci last year 2022. I continue to be pleased with K's service. He is thorough, kind, patient, knowledgeable and responsive to any all questions or concerns. My portfolio is doing well and I am confident in his philosophy and market strategies in maximizing my retirement investments. Thank you my friend and continued success to you !!

Mark B.

My wife and I began working with DaVinci Capital and Kushal Shah about a year and a half ago, just before I retired. I can say during that time, the entire staff at DaVinci Capital have performed above my expectations. Their ability to tailor my investment portfolio was exactly as my wife and I requested. We are always made aware of possible strategic changes to the investment model, and we have a choice as to the direction we head in. Any possible changes in the model or investment strategy are presented to us by phone call or a personal visit, and we reach the decision together as to how to proceed. We feel very secure with Davinci Capital, and specifically with Kushal. They take the pressure off us, so that I can enjoy my retirement years.

Mark R. Brodsky
Thousand Oaks, Ca.

Mario H.

Kushal Shaw has been an effective and knowledgeable advisor. He provides excellent ideas for investments and I enjoy working with him. I truly feel like we manage my account as partners, and he always takes the time to explain the risks and benefits of suggested