Our Capabilities
Our firm is selective to make sure we are a good match...in the people we hire and the people we take on as clients. The result is a group of very dedicated professionals serving a variety of well-grounded people in the Bay Area and the Pacific Northwest. We strongly believe in supporting the communities where we live and work through financial contributions and volunteer efforts.
Rick Prime, Certified Financial Planner™  Rick Prime founded his wealth planning practice in 2003 after 20 years of senior financial management positions. Previously, Rick was chief financial officer for several small technology companies and personally experienced acquisition and pre-IPO option issues. He still serves as CFO for a venture-backed technology company.
Designations and degrees
BBA University of Wisconsin (Madison)
MBA University of Chicago
Registrations and Training
Certified Financial Planner™
Completed registrations required to advise and manage investments (Series 7 and 66)
California Insurance License # OE37344
Completed UC Berkeley Extension Financial Planning Certificate Program with Distinction
Professional Associations
Financial Planning Association
Scoutmaster, Troop 202, Oakland CA
Mathcounts Coach, Claremont Middle School
Personal
Live in Rockridge/Claremont area of Oakland, enjoy outdoors and travel
Favorite book: 1000 Places to See Before You Die Lynn Paringer, Certified Financial Planner™  Lynn Paringer joined the practice in 2009 after 30 years of experience in consulting, research and academia. She has taught health economics, policy analysis, econometrics and microeconomic theory and has been a tenured faculty member in the California State University system for the past 28 years.
Designations and degrees
BA Economics with distinction, University of Wisconsin
MA Economics, University of Wisconsin
Ph.D. Economics, University of Wisconsin
Registrations and Training
Certified Financial Planner™
Completed UC Berkeley Extension Financial Planning Certificate Program with Distinction
Completed registrations required to advise and manage investments (Series 7 and 66)
Professional Associations
Financial Planning Association
American Economic Association
Western Economic Association
Personal
Lives in Alameda, enjoys traveling, boating, reading.
Favorite Book: Les Miserables Rachel Tsao, Office Manager  Rachel provides back office support, research, software data entry and general office duties, which helps the practice operate seamlessly. Rachel joined our practice in May of 2010 after several years of experience in financial services and analytical positions.
Registrations and Training
Registered Sales Associate
CPR and First Aid Certified
Professional Associations
Executive Director of the Science in Society Forum, Berkeley, CA
2010 Clinton Scholar at the American University in Dubai
Berkeley Entrepreneurial Society, Berkeley, CA
Personal
Enjoy traveling and running. Fluent in Mandarin and Spanish.
Favorite Publication: National Geographic Travel Guides
|