Manuel Gonzalez brings the same work ethic and commitment to service he developed growing up between San Diego and Tijuana border upbringing that taught him the value of perseverance, family, and opportunity. From humble beginnings, Manuel has built a career rooted in helping others achieve financial goals and long-term confidence. Since 2017, he has worked in the financial services industry, gaining experience at firms like TD Ameritrade and Goldman Sachs before joining Prime Capital Financial. In every role, Manuel has remained focused on one core mission: empowering clients with the education and planning they need to make informed, lasting financial decisions.He holds a bachelors degree in Business Management Economics from the University of California, Santa Cruz, and an associates degree in Accounting from Southwestern College. Whether he's working with a young professional building a foundation, a family preparing for life transitions, or a retiree seeking sustainable income, Manuel's approach remains the same listen first, plan thoughtfully, and always put people first.
Prime Capital Financial is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. Prime Capital Financial was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial professionals who are passionate about applying their knowledge and experience to help clients reach for their financial goals. Watch this video to get a peek into the value of working with a Prime Capital Financial
General Information |
| Firm Start Year: | 1985 | |
| No. of Employees: | 500-999 | |
| Insurance License#: | 1471316 |
| Name of Broker/Dealer: | Private Client Services |
| Name of Custodial Firm: | Fidelity Invesments |
| States Licensed in: | MD, IA, VA |
| Number of Years with Current Firm: | 2 |
| Work Experience: |
Manuel began his career in 2017 at TD Ameritrade, where he advanced from an entry-level role as a Check Deposit Associate to Senior Cash Management before becoming a Relationship Manager. In this role, he assisted high-net-worth advisory firms with account management, custodian services, and risk mitigation. In 2021, he joined Goldman Sachs as part of the Asset & Wealth Management team, specializing in investment and retirement planning. In late 2023, Manuel left Goldman Sachs to pursue greater independence from large firms, allowing him to take a more personalized and client-focused approach to financial planning. |
| Work with the following types of clients: | Individual Investors |
| Foreign Languages Serviced: | Spanish |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Home, Your Office, Our Offices, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Disability, Long Term Care |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | .80-1.5% |
Education |
| Business Management Economics | UC Santa Cruz - Santa Cruz, California 09/2014-05/2016 |
FAQs |
What are your qualifications? What is your education background?Bachelors Degree in Business Management Economics - UC Santa Cruz Series 7,63,65 and Health, life and annuities |
How are you compensated? How will I pay for your services?Fee-Based on Assets Under Management |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?No. We have a team of individuals that have discretionary trading authority based upon a customized Investment Policy Statement. |
Will you be the only person working with me?No. We use a team of people depending on the needs of the clients. |
How much risk should I be willing to take?This answer varies per client. We will establish this through our meetings. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Advisory products and services offered by Investment Adviser 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. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 4:00 PM |
| Bethesda, Maryland, Northern Virginia, Washignton DC |
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