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Emil B

CFP®, Series 66

Great Neck, NY

Prime Capital Financial

Emil Ben David is a CFP® with 16 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, FIDELITY Brokerage Services, among others. Emil holds a Series 66 designation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and financial administration capabilities through affiliated subsidiaries.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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