Rick Prime, CFP®
Berkeley, CA
Rick Prime, CFP®, brings more than two decades of experience in finance and executive leadership to his role as a senior advisor at HFG Trust. Before joining the firm, Rick spent 20 years serving as Chief Financial Officer for various tech companies throughout California. In 2003, he founded Prime Wealth Management (PWM), a Berkeley-based registered investment advisory firm focused on helping individuals and families navigate stock options, retirement planning, and sustainable investing.
Rick joined the HFG Trust team in 2021, when HFG acquired PWM. Today, he works closely with a team of like-minded professionals who share his dedication to fiduciary advice and long-term client relationships. His approach is rooted in transparency, education, and helping clients feel confident and empowered in their financial lives.
Originally from the Midwest, Rick holds degrees from the University of Wisconsin and the University of Chicago Booth School of Business. Now based in Oakland, California, he enjoys life outside the office with his wife, Cindy. Together, they explore the local food and wine scene and spend weekends outdoors. A passionate cyclist, Rick participates each year in Oakland’s 100-mile charity ride to raise funds for public schools—a reflection of his commitment to both health and community.
Areas of Expertise
- Portfolio Management
- Retirement Planning
- Trust and Estate Planning
Education and Certificates
University of Wisconsin
University of Chicago, Booth School of Business
Favorite Quote/Fun Fact
I plan vacations around bike routes—not landmarks.
Get in Contact
Email: rprime@hfgtrust.com
Phone: 510.384.1009
Social: LinkedIn
