Prime Capital Financial Costa Mesa is committed to helping individuals and families throughout Orange County prepare for life after work with confidence. Our financial advisors focus on easing the transition from full time employment to retirement.

With decades of experience in financial planning and wealth management, our team understands the unique needs of the Costa Mesa community. Whether you’re a professional working in the thriving business hub of Orange County, a small business owner planning for the future, or a family looking to preserve and grow wealth across generations, we’re here to design strategies that align with your goals.

From investment management and tax-efficient planning to healthcare considerations and legacy strategies, we provide personalized guidance every step of the way. At Prime Capital Financial Costa Mesa, our mission is to bring clarity and confidence to your financial future so you can fully enjoy everything Orange County and the Southern California lifestyle have to offer.