Felix Kwan, CFP®

Partner, Managing Director at Prime Capital Financial

Walnut Creek, California, United States

About

Experience

  • Partner, Managing Director at Prime Capital Financial
    Aug 2024 - Present · 1 yr 11 mos

    Advisory products and services offered by Investment Advisor Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.

  • Edelman Financial Engines (12 yrs 4 mos)
    • Executive Director, Financial Planning
      Jan 2022 - Aug 2024 · 2 yrs 8 mos

      Provides financial advice to clients

    • Director, Financial Planning
      May 2017 - Jan 2022 · 4 yrs 9 mos

      Provides financial advice to clients

    • Associate Director, Financial Planning
      May 2012 - May 2017 · 5 yrs 1 mo

      Provides financial advice to clients

  • Fidelity Investments (6 yrs 1 mo)
    • VP, Private Client Group - Senior Account Executive
      2010 - 2012 · 2 yrs

      Provided financial advice to clients

    • Financial Planning Consultant
      2008 - 2010 · 2 yrs

      Provided financial advice to clients

    • Investments Representative
      2006 - 2008 · 2 yrs

      Provided financial advice to clients

  • Client Financial Analyst at Citi
    2004 - 2006 · 2 yrs

    Provided banking, lending and investment advice and services to consumers and small business owners

  • Financial Advisor at MassMutual Financial Group
    2003 - 2004 · 1 yr

    Provided financial advice to clients