Felix has dedicated his career to serving clients and their families. For over two decades, he has acquired extensive knowledge in goal setting, education planning, employee benefits and career transition, cash flow management, debt management, retirement planning and tax efficient savings strategies, retirement income planning and tax-smart distribution strategies, investment management and research, stock compensation, risk management and insurance, estate planning and wealth transfer, and charitable giving. Felix brings experience, passion and creativity to the financial planning process to help clients achieve their goals.
Felix lives in the San Francisco Bay Area with his wife and two girls. When he’s not hard at work, Felix and the girls like to travel the world to experience other cultures and learn about their history.
Felix earned his Bachelor of Science degree in Finance from the University of Tennessee, Knoxville. He is a Certified Financial Planner™ and holds additional certifications, including a DACFP Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals.
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!
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!
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Prime Capital Financial
San Francisco Bay Area
Headquarters:
6201 College Boulevard, Suite #150
Overland Park, KS 66211
