Daniel Tsai has been in the financial planning and investment management industry since 2017. His most recent role was as the Executive Client Service Associate at Edelman Financial Engines, where he served for 5 years. He currently serves as an Associate Financial Advisor on Felix Kwan’s team at Prime Capital Financial.

Daniel believes strongly in building life-long relationships. His goal is to listen and understand each client’s needs and create a plan that can best help them reach their goals.

A graduate of UC Irvine, Daniel holds the Certified Financial Planner (CFP) designation. He currently residing in the Tri-Valley with his wife and daughter and enjoys travelling and being a girl dad.

Learn more about Daniel here.

Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

Locations Served