Broker Check

Team

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 families 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. Click on name to view background.

 

Rick Prime, Certified Financial Planner™, founded Prime Wealth Management in 2003 after 20 years of being a chief financial officer. Rick has an MBA from the University of Chicago and a BBA from University of Wisconsin (Madison).

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Sam Jones

Director of Client Relations

(541) 673-5422

Sam Jones joined Prime Wealth Management in May, 2017 as Director of Client Relations. Sam helps with client relations in Oregon. Sam is a Past President of International Association for Financial Planners of Northern California.

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Sabrina Murphy

Operations Manager

(510) 384-1009

Sabrina joined the team in 2017. She assists throughout the office with operations, marketing and scheduling, and helps with financial planning software. Sabrina is currently a student at UC Berkeley, studying Economics and Public Policy.

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