(303) 771-2700
Fax: (303) 771-2701
Gil Cassagne started with Prime Capital Investment Advisors as a financial advisor in November 2021. He holds his Series 65 securities registration, and he is a current candidate for the CERTIFIED FINANCIAL PLANNER™ certification.
Gil is dedicated to delivering a high-end client service experience and works diligently on each client’s behalf. In his role as a financial advisor at PCIA Denver, he is focused on wealth management and bringing opportunities to people designed to fulfill their financial needs and goals.
“I specialize in private wealth management for families and individuals, advising on investment strategies and financial plans. I’ve been interested in investing since growing up, and I wanted to apply my knowledge from my education, my experiences, and my certifications to a career in helping people achieve their financial goals and aspirations,” Gil says.
Having begun his career in a very client-interfacing business in Los Angeles, he has enjoyed helping clients ever since. “My goal is to make people feel good about their financial picture. In fact, what I most enjoy about being a financial advisor is when I am able to alleviate someone’s stress about their finances. I am here to provide guidance to my clients on any financial situation that they face in life,” he says.
Gil understands the importance of a detailed approach in working with people of all backgrounds. “I feel I can really connect with people based on a life of moving around and coming in contact with people from every walk of life,” he says. Born in Dallas, Gil’s family changed residences many times in his formative years. “In addition to the West Coast and the Southwest, I have lived on the East Coast in Connecticut and even as far away as Australia.”
After attending St. Mark’s School of Texas in Dallas, Gil went on to earn his Bachelor of Science in business administration from the University of Southern California. After graduation, he worked for five years in the entertainment business in Los Angeles, both in talent representation and in film development for a movie studio before he joined PCIA Denver.
Having played lacrosse in college, Gil enjoys live sporting events, being outdoors, and spending time with friends and family. He especially enjoys attending USC football games with his wife, Mandy.
To obtain a CFP® designation, a candidate must hold a bachelor’s degree or higher (in any discipline) from an accredited college or university, complete coursework on financial planning through a CFP Board Registered Program, pass the two-day exam which lasts for three hours each day, and complete either 6,000 hours of professional experience related to the financial planning process or 4,000 hours of apprenticeship experience that meets additional requirements.
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 Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”).
Your PCIA Denver Team
The financial advisors at PCIA Denver each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.
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What we can do for you
By having a financial plan in place that matches your goals, your family make-up, your stage of life, your retirement desires, and your appetite for (or aversion to) market risk, you can feel more confident, have more peace of mind, and increase your savings. These are just some of the services we offer as part of your customized financial plan. We also offer services to businesses, such as 401(k) plan management.
7800 E Union Ave., Suite 940, Denver, CO 80237 • Toll Free: 1 (800)-493-6226
Local: (303) 771-2700 • Fax: (303) 771-2701
Our Services
- Wealth Management
- Financial Consulting
- Financial Planning
- Retirement Planning
- Tax Loss Harvesting
- Helping to Reduce Taxable Income
- Managing Investments
- Estate Planning & Trusts
- Helping to Reduce Capital Gains Tax
- Access to Private Investments
- Business Services
- 401(k) Plan Management
When is the last time you updated your plan?
Whether you need help putting together your first financial plan, want a second opinion on your current plan, want to explore alternative investments in your portfolio, are getting ready to retire in the next few years, or just have more questions for us, please send us a message!
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 Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Certain services may be provided by PCIA affiliates.
PCIA and its advisors provide general information, not individually targeted personalized advice, and is not liable for the usage of the information provided. Exposure to ideas and financial vehicles should not be considered investment advice or a recommendation to buy or sell any of these financial vehicles. This information should also not be considered tax or legal advice. Individuals should consult with a professional specializing in the fields of tax, legal, and accounting regarding the applicability of this information for their situation. Past performance is not a guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.
