Articles from Prime Capital Financial

Prime Capital Financial announces the addition of White Plains, NY-based financial advisor Joanna Cecilia-Fleming, CFP®, CRPC™, RFC®, CBDA. Cecilia-Fleming brings more than two decades of experience, helping her clients reach long-term financial well-being.

Prime Capital Financial has announced the addition of Al Burgos, AAMS®, CMFC®, CRPC®, a seasoned financial planner with more than 25 years of experience helping individuals and families make informed, values-based financial decisions.

Prime Capital Financial has expanded its Northeast presence with the addition of Ed Callahan, CFP®, a central Connecticut-based advisor known for helping families build tailored, goal-driven retirement plans. Callahan brings a track record of growth and over 15 years of experience guiding clients through key financial decisions.

Prime Capital Financial establishes Prime Capital Family Office with the acquisition of SineCera Capital (SineCera), a boutique wealth management and family office services firm headquartered in Austin, Texas. The launch of this new division is a strategic move by Prime Capital to have a dedicated team focused on serving the unique needs of ultra-high-net-worth (UHNW) families.

Prime Capital Financial has partnered with Sugarloaf Wealth Management (Sugarloaf), a full-service firm headquartered in Duluth, Georgia, with another office in Athens. The partnership marks Prime Capital Financial’s first expansion into the Atlanta metro area, further enhancing its capabilities with nearly $1 billion in assets under management/advisement (AUM/A) and a talented team of 13 professionals, including eight CFP Professionals®, two MBAs, a CPA, a CIMA®, and an AIF®.

Prime Capital Financial is proud to announce the addition of John Cervantes, CFA, to the Crossvault Capital Management (Crossvault) team, based in San Antonio, Texas. With nearly two decades of experience in financial planning and investment management, Cervantes will enhance Prime Capital Financial's capabilities and client service.

Prime Capital Financial is pleased to announce the addition of Stu Berrin, RFC®, as the firm’s first New York City-based financial advisor. With over 30 years of experience in financial planning, Berrin’s arrival represents Prime Capital Financial’s continued nationwide expansion and its commitment to providing personalized wealth management services across the country.

Prime Capital Financial, formerly Prime Capital Investment Advisors, proudly announces the addition of Salt Lake City, Utah-based financial advisor Jared Copinga. Copinga represents Prime Capital Financial's initial entry into the region, highlighting the company's ongoing nationwide expansion.

Prime Capital Financial is pleased to announce the addition of Los Angeles-based Andrew Selu to the wealth management practice. With more than eight years of experience in financial planning, Selu will expand the firm’s Southern California footprint.

Prime Capital Financial chose Jania Stout, CPFA, as President of its retirement plan consulting business, Prime Capital Retirement, formerly Qualified Plan Advisors and its financial wellness company, Prime Capital Wellness, formerly Financial Fitness for Life. With more than 28 years of experience across provider and advisory roles in the retirement industry, Stout will devote her talent and passion to improving retirement outcomes on a national level.

The Exit Planning Institute™ (EPI), in partnership with Prime Capital Financial, proudly announces the launch of the Exit Planning Institute Kansas City Chapter. Leadership Board Members include professionals from Intrust Bank, APEX Business Advisors, Spencer Fane, and KPMG. The chapter’s inaugural event will be held on Nov. 6, 2024, at the Sheraton Overland Park Convention Center.

Prime Capital Financial is pleased to announce the addition of Josh Hederick, CMFC™, bringing his extensive expertise in wealth management and financial planning to the growing team. Based in Raleigh, North Carolina, Hederick will help expand Prime Capital Financial’s presence in the region, bringing nearly two decades of industry experience.

Prime Capital Financial, formerly Prime Capital Investment Advisors, is pleased to announce the addition of Felix Kwan to lead its wealth management division in Northern California. Kwan will strengthen Prime Capital Financial's footprint in the San Francisco Bay Area bringing over two decades of experience in wealth management. Kwan joins Prime Capital Financial from Edelman Financial Engines, where he managed over $260 million in assets as an Executive Director.

Prime Capital Financial, formerly Prime Capital Investment Advisors, is pleased to announce the promotion of Annette VanderLinde to President of Liberty Wealth Advisors, a Prime Capital Financial company. VanderLinde's elevation highlights her exceptional leadership and commitment to delivering comprehensive financial planning services.

Prime Capital Investment Advisors today announced it will become Prime Capital Financial in a significant rebranding that will also impact most of its sub-brands.