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Eric S

Series 65

Richmond, VA

Prime Capital Financial

Eric Shoenfeld is a financial advisor with Prime Capital Financial in Richmond, VA, holding a Series 65 designation and bringing 20 years of industry experience. He has worked at Prime Capital Investment Advisors, Financial Engines Advisors, and Tmfs Advisors. Shoenfeld serves as Treasurer and Trustee for the Richmond Jewish Foundation’s 403(b) plan and has held leadership roles with the Jewish Family Services, including serving as president of the board. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and third-party manager selection. The firm employs a range of investment strategies and offers specialized family office services along with affiliated accounting and tax advisory capabilities.

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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