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Our 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, CFP®

Certified Financial Plannerâ„¢

(510) 241-0563

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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Caroline is responsible for administrative operations, technology, client communications, and ensuring that the office runs smoothly. Caroline graduated from the University of California, Berkeley with a degree in English Literature.

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Paul transitioned to the financial services industry in 2014 after working in the field of counseling. With a love of finance and helping people, Paul found the perfect combination in a career and became a Certified Financial Planner®. 

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