Walnut Creek, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$18,819,158,214
ClientsTotal clients
22,129
AdvisorsAdvisors at this office
2
Of 264 advisors across 71 offices
Location
1646 N. California Blvd, Suite 340
Walnut Creek CA 94596
Advisors at this office
2
Advisors at this office
Felix K
CFP®, Series 66
Walnut Creek, CA
Prime Capital Financial
Felix Kwan is a CFP® with 23 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. In addition to his advisory work, he is an agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and maintains affiliated tax and family office practices.
Daniel T
CFP®
Walnut Creek, CA
Prime Capital Financial
Daniel Tsai is a CFP® currently with Prime Capital Financial, bringing one year of industry experience. His prior roles include five years at Edelman Financial Engines and shorter tenures at RemoteLink Solutions, LLC and LPL Financial. Outside of advising, he is a certified notary. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and specialized retirement plan support, employing a range of investment strategies and maintaining an affiliated tax advisory subsidiary.
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