Trusted Financial Advisor

Mr Rick D Prime CFP

Mr Rick D Prime CFP

Prime Wealth Management, Inc.

2936 Domingo Avenue, Suite 1 Berkeley, CA

90% Trust Score
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Compensation
None Provided
Min. Assets
$500,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor