After serving as the Chief Financial Officer for tech companies throughout California for twenty years, Rick Prime, CFP® founded Prime Wealth Management (PWM)—a Berkeley-based registered investment advisory firm—in 2003. Since first opening the doors to PWM, Rick has spent over a decade advising individuals and families throughout California and the Pacific Northwest on stock options, sustainable investing, and retirement readiness.
In 2021, HFG Trust acquired PWM, officially welcoming Rick Prime and his staff to the Community First Bank & HFG Trust family. Today, he works alongside our team of like-minded advisors and support staff in our effort to become our clients’ Financial Partner For Life.
A graduate of both the University of Wisconsin and the University of Chicago, Booth School of Business, Rick spends his time outside of the office enjoying the outdoors in his home city of Oakland, CA, sipping on wine from his monthly wine club, and taking in date nights at his area’s local brew pubs with his wife, Cindy. Once a year, Rick’s passion for cycling and devotion to his community collide when he participates in Oakland’s annual 100-mile bike ride to raise money for the area’s local public schools.