Berkeley

2936 Domingo Ave #1

Berkeley, CA 94705

510.384.1009

Your Next Step
Starts Here

Your Next Step
Starts Here

Creating a roadmap for the rest of your life is an intimidating mountain to climb.

Especially without the proper experience and tools that are necessary to succeed.

HFG Advisors in Berkeley, California, led by Rick Prime (CFP®) and Nicholas Hengl, are experts when it comes to financial planning for each of our clients and their unique needs. Together with our firm, we have helped guide individuals towards their own paths of success for nearly five decades.

We work with you to organize all aspects of your financial life in easy, understandable steps, thus freeing you to live life fuller. As a fee-only and fiduciary firm, we provide the knowledge and financial services that you need to be successful.

Let us guide you towards a more fulfilling journey.

"We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction."


- Rick Prime, CFP®, Financial Advisor

 

 

Listen to the latest

podcast episode of

Fully Invested with

Nick Hengl

our process

get to know each other

Discuss values, goals, and get to know family.

gather information

Acquire financial and personal information. Become familiar with client's financial health. 

develop a financial plan & investment strategy

Present a comprehensive analysis of current investment holdings and begin work on a wealth management plan.

Implement Plan

Both parties understand their responsibilities and have agreed to proceed with the financial plan.

 

Monitor Plan

Provide performance measurement and track progress toward goals on a regular basis. 

Meet With Us

Specializing in retirement and financial planning, Rick Prime, CFP®, serves as Financial Advisor in our Berkeley, California and Roseburg, Oregon locations. Rick has spent the last 18 years working first-hand with clients to help better plan their long-term financial visions.

He is joined by fellow Financial Advisor Nick Hengl and Client Services Consultant Jennie Prince, who bring extensive knowledge and industry-leading service to our California and Oregon clients.

Services we provide:

Locations:

2936 Domingo Avenue, Suite 1, Berkeley, CA 94705

1490 NW Valley View Dr, Roseburg, OR 97471

Hours:

9 AM - 6 PM, Monday - Friday

Phone:

510.384.1009 (Berkeley, California)

541.673.5422 (Roseburg, Oregon)

Specializing in retirement and financial planning, Rick Prime, CFP®, serves as Financial Advisor in our Berkeley, California and Roseburg, Oregon locations. Rick has spent the last 18 years working first-hand with clients to help better plan their long-term financial visions.

He is joined by fellow Financial Advisor Nick Hengl and Client Services Consultant Jennie Prince, who bring extensive knowledge and industry-leading service to our California and Oregon clients.

Services we provide:

Locations:

2936 Domingo Avenue, Suite 1, Berkeley, CA 94705

1490 NW Valley View Dr, Roseburg, OR 97471

Hours:

9 AM - 6 PM, Monday - Friday

Phone:

510.384.1009 (Berkeley, California)

541.673.5422 (Roseburg, Oregon)

Meet Our Berkeley Team

Rick Prime, Financial Advisor at Prime Wealth Management, an HFG Trust company

Richard Prime, CFP®

Financial Advisor
Nicholas Hengl is a financial advisor for HFG Trust Advisors, specializing in financial planning in the Berkeley, California and surrounding San Francisco area.

Nicholas Hengl

Financial Advisor

Jennie Prince

Client Services Consultant

All written content on this site is for information purposes only. Opinions expressed herein are solely those of HFG Trust, LLC; HFG Advisors, Inc; and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by HFG Advisors, Inc, a registered investment adviser in the State of California, State of Washington, and the State of Oregon. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. HFG Advisors, Inc, is a wholly owned subsidiary of HFG Trust, LLC. HFG Trust, LLC is a Washington state-registered Trust company and wholly owned subsidiary of Community First Bank. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of “State” or where otherwise legally permitted. Not FDIC Insured. Not Bank Guaranteed. May Lose Value.