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Our Team

Our firm is selective to make sure we are a good match ... in the people we hire and the people we take on as clients. The result is a group of very dedicated professionals serving a variety of families in the Bay Area and the Pacific Northwest. We strongly believe in supporting the communities where we live and work through financial contributions and volunteer efforts.

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Rick Prime

President, Certified Financial Planner®

Rick Prime founded Prime Wealth Management in 2003 after 20 years of being a chief financial officer of technology companies. Rick has transitioned from being a CFO for companies to helping managing the financial affairs of a select group of families. Rick has a BBA from the University of Wisconsin (Madison) and a MBA from the University of Chicago. Rick is a Certified Financial Planner™ .

Learn More About Me

I travel contsantly from California and Oregon seeing clients. My home is in the Rockride/Claremont area of Oakland, California though I have my favorite AirBnB in Roseburg and Portland, Oregon. I belong to a monthly wine club, the VelorRaptors Cycling Club and I love excercise the outdoors and travel. Once a year I participate in a 100 mile bike ride to raise money for Oakland public schools. My wife Cindy is from Roseburg, Oregon and my son and daughter are both in college. I have been active in the community including the former Scoutmaster, Troop 202, Oakland CA. Cindy and I like to go to a brew pub with a food truck on saturday night if we do not have any plans.

Quick introduction into background and why I became a Financial Planner

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Caroline Bettendorf

Operations Manager

Caroline is responsible for administrative operations, technology, client communications, and ensuring that the office runs smoothly. Caroline has been involved in leadership roles in the Berkeley public schools as well as various community management activities. Previously, Caroline also worked in the field of political consulting with a prominent Chicago firm. She graduated from the University of California, Berkeley, with a degree in English Literature.