In 2003, I was tired of making venture capitalist richer as a start-up CFO and wanted help people instead. I completed my first CFP class at Berkeley Extension and asked my best friend if he would be my first client. Fortunately, he said yes. Today, I have 80 clients.
Prime Wealth Management, Inc. is a dynamic and growing wealth management organization with a hallmark of extraordinary client service. We are an independent Registered Investment Advisor in Berkeley, California with a satellite office in Southern Oregon (Roseburg). Financial planning is core to our firm along with asset management. We complement this by advising strategically on real estate, insurance, estate planning, educational funding and taxes. Our goal is to maintain a life-long relationship with each and every one of our clients.
I enjoy mentoring students into an Operations Manager, even if it is there first office job, in hopes that they will be as excited about this profession as I am!