-

Al Burgos Joins Prime Capital Financial

Veteran advisor brings 25 years of planning experience

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial has announced the addition of Al Burgos, AAMS®, CMFC®, CRPC®, a seasoned financial planner with more than 25 years of experience helping individuals and families make informed, values-based financial decisions.

Burgos brings a deep commitment to education and long-term planning, with a client-first approach shaped by decades of experience. Prior to joining Prime Capital Financial, he built a practice focused on retirement planning, listening closely to clients’ needs and guiding them toward strategies that support fulfilling financial futures. He will serve clients from offices in Bethesda, Maryland and Boca Raton, Florida.

“Al brings a deep sense of responsibility to his client relationships, an approach that fits naturally with our values,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “We’re proud to support him as he continues delivering considerate, long-term planning that builds trust and confidence.”

Burgos holds the Accredited Asset Management SpecialistSM (AAMS®), Chartered Mutual Fund CounselorSM (CMFC®), and Chartered Retirement Planning CounselorSM (CRPC®) designations. He earned a Bachelor of Arts degree in English from the State University of New York at Geneseo.

“This move to Prime Capital Financial strengthens my ability to serve clients by combining my planning philosophy with a team equally committed to long-term relationships and results,” said Burgos.

For more information about Al Burgos and his advisory practice, visit https://primefinancial.com/team-members/al-burgos/.

About Prime Capital Financial

Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. 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 | Family Office. For more information, visit www.primefinancial.com.

Contacts

Gregory FCA for Prime Capital Financial
Kerry Davis
primefinancial@gregoryfca.com
610-228-2098

Prime Capital Financial


Release Versions

Contacts

Gregory FCA for Prime Capital Financial
Kerry Davis
primefinancial@gregoryfca.com
610-228-2098

More News From Prime Capital Financial

Prime Capital Financial Launches Endowments and Foundations Practice, Names Mark Hays to Lead

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial today announced the launch of its Endowments and Foundations practice, naming Mark Hays as its president. The new practice provides family foundations, museums, educational institutions, health-focused foundations and nonprofit endowments a dedicated resource offering tailored investment management, impact strategy and governance support. Hays brings nearly two decades of experience across institutional and mission-aligned investing,...

Kansas City Business Owner Forum, Hosted by Prime Capital Financial, Brings Together Region's Leading Exit Planning Professionals to Help Business Owners Increase Company Value

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial today announced it will host the Kansas City Business Owner Forum on Thursday, September 10, at the Sheraton Overland Park Hotel at the Convention Center. The forum is presented through the Kansas City Chapter of the Exit Planning Institute (EPI), a collaborative network of more than 50 experienced advisors. Founded by Prime Capital Financial Partner Mark Kipp, CEPA®, EPI is dedicated to helping privately held business owners maximiz...

Prime Capital Financial Announces Strategic Partnership With Carlyle to Accelerate Next Phase of Growth

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial today announced that the Global Credit platform of global investment firm Carlyle (NASDAQ:CG) has agreed to provide an approximately $600 million hybrid capital solution to Prime Capital Financial, establishing a strategic partnership that includes a minority ownership interest in the company and supports the firm's long-term growth. The transaction values Prime Capital Financial at an enterprise value of more than $1.8 billion. Head...
Back to Newsroom