You have the wealth. But do you have a plan?

Without a bespoke investment, tax & risk framework, inflation, taxes and market swings can quietly erode everything you’ve built. Let’s fix that.

Do you want to chat with a local financial advisor? Fill out this short form to reserve your complimentary 30 minute strategy call.

No Cost. No Pressure.

Your Top Concerns

Portfolio Performance

Is your asset mix optimized for growth without undue risk?

Tax Efficiency

Are you leaving money on the table with reactive tax moves?

Risk Protection

Do you have real safeguards against market volatility?

We address each of these head-on so you can focus on what matters.

What You'll Gain

  • Custom Portfolio Blueprint: Professionally-managed accounts aligned with your financial goals, timeline & risk tolerance.
  • Executive & Equity-Compensation Planning: Optimize RSUs, options & ESPPs to capture every dollar and avoid tax surprises.
  • Proactive Tax Roadmap: Roth conversions, trust strategies & distribution timing—designed to help minimize your lifetime tax burden.
  • Charitable & Impact Giving: Donor-advised funds and private-foundation solutions to help amplify your legacy, tax-efficiently.
  • Business-Owner & Succession Planning: Exit strategies and buy-sell agreements built to preserve both personal and business wealth.
  • Estate-Tax Sunset Strategy: Lock in today’s generous exemption before it expires—preserve more for your heirs.
  • Dynamic Investment Overlays: Tactical overlays plus exclusive private-market opportunities to potentially reduce market volatility.
  • Income & Legacy Planning: Withdrawal strategies fused with cohesive estate documents to aid in safeguarding your family’s financial future.

Why Work With Our LA Team

  • Local, Entrepreneurial Model: Partner-level attention—no anonymous call centers.
  • Full-Service Wealth Architecture: Investment, tax, risk and estate-planning under one roof.
  • Transparent, No-Hidden Cost Model: Our fees are straightforward and fully disclosed—so you always know exactly what you’re paying and why.
  • Collaborative Expertise: CFP®, CRPC®, CFA®, tax professionals and estate attorneys working in concert.

Common Pitfalls to Avoid

“I held too much company stock and got hit when it tanked.”

“I never rebalanced—small drifts turned into big overexposure.”

 

“I didn’t know the internal fees of my investments were so high”

“I skipped tax-loss harvesting and paid excess gains tax.”

“I delayed diversifying and missed the last market rally.”

“I waited too long to lock in today’s estate-tax exemption.”

We’ve built proactive systems and zero-party data tools so nothing slips through.

Meet The Team In Los Angeles

Andrew Headshot 2024

Andrew Selu
Partner & Financial Advisor 

Phone: (818) 479-0042 // Extension 0200
Email: aselu@primefinancial.com
Office Location: 16501 Ventura Blvd., Suite 400, Office 419, Encino, CA 91436

Andrew has dedicated his career to helping clients and their families achieve their financial goals. With over a decade of experience, he has developed extensive knowledge in retirement planning, investment management, tax-efficient strategies, comprehensive financial planning, and cash flow management. Andrew is skilled in crafting personalized financial strategies that encompass retirement income planning, investment research, risk management, estate planning, and wealth transfer. His dedication to the financial planning process, combined with a client-first mentality, helps his clients navigate complex financial situations with clarity and confidence.

Andrew lives in the Los Angeles area with his wife and twin boys. Outside of work, he and his family enjoy traveling, exploring new destinations, and engaging in various outdoor activities and sports.

Andrew earned a Bachelor of Science degree in Sociology, equipping him with a deep understanding of diverse client perspectives. He is also a Chartered Retirement Plan Counselor (CRPC®), highlighting his knowledge in retirement planning and his commitment to fiduciary standards.

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. 

This information does not constitute legal or tax advice.  PCIA and its associates do not provide legal or tax advice.  Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations.