PRIME CAPITAL FINANCIAL | San Francisco Bay Area
Prime Capital Financial
San Francisco Bay Area
Prime Capital Financial in the San Francisco Bay Area, is an independent financial services firm guided by a vision – to help our clients’ dreams become greater than before. Our goal is for you to gain clarity and confidence with your money. 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. Prime Capital Financial is an award-winning, federally registered investment advisor (RIA) recognized as one of the leading firms in the U.S.
Holistic Wealth Management
At Prime Capital Financial San Francisco Bay Area, the collaborative process is designed to help bring simplicity to an industry that can be complex. Our holistic approach places the person at the center of the planning process instead of our profits. It is our mission to help you achieve your life’s ambition. Let us help you achieve yours!
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Meet Our Team
When it comes to choosing a wealth manager, you deserve financial planning that is as dynamic as the life you lead. We are a full-service, fiduciary financial firm here to serve the San Francisco Bay Area community. Learn more about our team and meet the individual members below!
Our 5-Step Process
Our clients come from a wide variety of backgrounds, meaning they have a wide variety of needs. Prime Financial is a full-service, fiduciary financial firm here to serve the San Francisco Bay Area. We have decades of experience creating plans and maps toward the goals of our clients. We designed our 5-Step Process to help those clients who know they want financial flexibility and to understand their benefits, yet they don’t know how to achieve it.
Learn more about our process below!
1. Understand
Open communication is key to a strong partnership. The first step is to contact us to schedule an initial call. This is where we take the time to understand your story—your background, goals, needs, and concerns. Meeting with us comes with no cost or obligation—our fee is solely based on the assets we manage for you.
Let’s explore your options
Get started with a plan tailored to you and your goals!
(628) 221-6126
2. Analyze
During our initial call, we’ll outline the information you’ll need to provide before our meeting. Receiving this in advance allows us to thoroughly analyze your finances, identify opportunities & address potential blind spots.
Let’s explore your options
Get started with a plan tailored to you and your goals!
(628) 221-6126
3. Formulate
During our meeting, we’ll collaborate to design strategies uniquely tailored to your life, goals, and priorities. These strategies are built to provide a solid foundation for your financial journey while remaining adaptable to evolving market conditions, life events, and unforeseen circumstances. Our goal is to ensure your plan stays aligned with your vision, no matter how things change.
Let’s explore your options
Get started with a plan tailored to you and your goals!
(628) 221-6126
4. Implement
Together, we review the proposed strategy, address any questions, and outline the next steps. Once everything is clear and agreed upon, we proceed with implementation.
Let’s explore your options
Get started with a plan tailored to you and your goals!
(628) 221-6126
5. Monitor
We maintain regular contact to keep your plan aligned with your evolving goals, making adjustments as needed. By closely monitoring your investments and staying informed about changes in the market and economy, we provide proactive advice to keep you on track.
Let’s explore your options
Get started with a plan tailored to you and your goals!
(628) 221-6126
Resource Library
We believe a greater community starts with education, especially when it comes to money. It’s so key to everything we do, and while money isn’t everything, it’s hard to deny its power in helping us achieve our goals. Our resource library contains articles & information about critical financial concepts, tips to help you understand important retirement issues, and news that can help you stay up-to-date on legislation and economic trends. Visit our Resource Center!
7 Signs You May be Ready for Retirement
Read More
7 Signs You May be Ready for Retirement
Read More7 Signs You May be Ready for Retirement
What’s the difference between a traditional IRA and a Roth IRA?
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What’s the difference between a traditional IRA and a Roth IRA?
Read MoreWhat’s the difference between a traditional IRA and a Roth IRA?
7 Money Moves to Consider
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7 Money Moves to Consider
Read More7 Money Moves to Consider
Want to Chat? Let’s Get Started Today!
We were built on open communication and action, we’re ready to begin the conversation. Executives, entrepreneurs, and professionals-alike rely on our team to deliver comprehensive planning and investment management services. Contact us now to set up a complimentary discussion.
Prime Capital Financial
San Francisco Bay Area
Headquarters:
6201 College Boulevard, Suite #150
Overland Park, KS 66211
