Cell Phone
(925) 414-8271, Ext: 1204
Email
fkwan@primefinancial.com
Location
San Francisco (CA)
Specialty
Individual Wealth Management, Financial Wellness
Zip Code
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Felix Kwan, CFP®
PARTNER & MANAGING DIRECTOR
Felix has dedicated his career to serving clients and their families. For over two decades, he has acquired extensive knowledge in goal setting, education planning, employee benefits and career transition, cash flow management, debt management, retirement planning and tax efficient savings strategies, retirement income planning and tax-smart distribution strategies, investment management and research, stock compensation, risk management and insurance, estate planning and wealth transfer, and charitable giving. Felix brings experience, passion and creativity to the financial planning process to help clients achieve their goals.
Felix lives in the San Francisco Bay Area with his wife and two girls. When he’s not hard at work, Felix and the girls like to travel the world to experience other cultures and learn about their history.
Felix earned his Bachelor of Science degree in Finance from the University of Tennessee, Knoxville. He is a Certified Financial Planner™ and holds additional certifications, including a DACFP Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals.
