OVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
Kwan spent his early career as a financial advisor with Waddell & Reed and MassMutual. He then gained valuable investment experience at Fidelity Investments. Kwan went on to become Vice President in the Private Client Group where he primarily advised high-net-worth and ultra-high-net-worth clients. After 6 years at Fidelity Investments, Kwan spent 12 years at Edelman Financial Engines building his financial planning practice largely through client and prospect referrals. His clientele includes families, professionals, executives and retirees.
"Felix’s deep industry knowledge and unwavering dedication to his clients make him an invaluable addition to our team,” said Glenn Spencer, Chief Executive Officer at Prime Capital Financial. “His proven track record of success, particularly with clients in the tech and healthcare industry demonstrates his ability to navigate complex financial landscapes and provide tailored solutions. Felix’s client-first philosophy and commitment to continuous improvement align perfectly with our mission to deliver personalized and forward-thinking financial planning services.”
Kwan earned his Bachelor of Science degree in Finance from the University of Tennessee, Knoxville. He is a Certified Financial Planner™ and holds additional certifications, including a DACFP Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals.
To learn more about Felix Kwan's practice and Prime Capital Financial’s services, visit PrimeFinancialFelixKwan.com.
About Prime Capital Financial
Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. For more information, visit www.primefinancial.com.
