UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
2yrs
Daniel Tsai
Financial advisor at Prime Capital Financial
Based in Walnut Creek, California, Daniel Tsai is a financial advisor with 2 years of industry experience. Daniel joined Prime Capital Financial in 2024, a firm offering financial planning, investment management, and private fund management. Daniel holds the CFP® designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1646 N. California Blvd Suite 340, Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$850,430
Advisors at the firm263
States licensed ?1 state
Services through Prime Capital Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowPrime Capital FinancialCurrent firm
Contact Daniel
(800) 493-6226Firm headquarters in Overland Park, KS. Ask for Daniel. 1646 N. California Blvd Suite 340Walnut Creek, CA 94596Office · Get directions Firm websiteprimefinancialtampa.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Prime Capital Financial at (800) 493-6226 and ask for Daniel Tsai. Daniel works from the Walnut Creek, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Prime Capital Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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