Prime Capital Financial
San Francisco Bay Area
Connect with our San Francisco Bay Area Team
When it comes to asset management, everything we do starts with understanding our clients and their objectives. We have three main divisions that allow us to work with individuals, businesses, and plan participants. We strive for the best in every market we serve and believe in bringing simplicity into an industry that can be complex.
Our entrepreneurial, team-oriented approach to wealth management, retirement plan consulting and financial wellness means that you always have access to the resources that you need. We believe that every client has unique goals which is why we believe in collaboration. Our end goal is the same as yours – to help you achieve your life’s ambition. We look forward to helping you achieve yours.
Hi. We're Prime Capital Financial.
We’re an independent financial services firm guided by a vision – to help our clients’ dreams become greater than before.
We are proud to provide a wide range of top-tier solutions ranging from personalized financial planning to retirement consulting, tax planning, risk management and beyond. We can’t wait to provide you with the financial freedom you need and the peace of mind you deserve. Prime Capital Financial is an award-winning, federally registered investment advisor (RIA) recognized as one of the leading firms in the U.S. Click here to learn more about who we are!
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It’s time to review last month’s key events and look ahead to what’s coming in the market and economic landscape. Download the latest edition of the Month-in-Review, developed by the Prime Capital Financial Investment Team!
Meet The Team In The San Francisco Bay Area
Felix Kwan, CFP®
Partner & Managing Director, San Francisco Bay Area
Phone: (925) 414-8271, Extension: 1204
Email: fkwan@primefinancial.com
View Bio Here
Daniel Tsai, CFP®
Associate Financial Advisor, San Francisco Bay Area
Phone: (925) 414-8254, Extension: 1203
Email: dtsai@primefinancial.com
View Bio Here
Dana Audé
Client Service Specialist, San Francisco Bay Area
Phone: (925) 414-8254, Extension: 1203
Email: daude@primefinancial.com
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.