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Rich Laing
Wealth Advisor and Qualified Plan Advisor at Prime Capital Investment Advisors
Professional Background
Rich Laing is an accomplished financial advisor with extensive experience in wealth management, corporate retirement planning, and investment advisory services. With a career that spans multiple roles within the financial sector, Rich specializes in guiding individuals and families through the complexities of financial planning and investment strategies. Currently serving as a Wealth Advisor and Qualified Plan Advisor at Prime Capital Investment Advisors, LLC (PCIA), Rich utilizes the firm's comprehensive resources and the innovative Power of the Team Approach to deliver exceptional financial services.
His day-to-day responsibilities encompass assisting clients in aligning their financial goals with appropriate investment strategies, emphasizing systematic strategic planning. Rich takes pride in his collaborative approach, where he expertly analyzes clients' risk tolerances and aligns them with suitable investment products, thereby ensuring structured pathways toward financial stability and growth.
In addition to his focus on individual and familial wealth management, Rich is deeply entrenched in advising corporate clients on qualified retirement plans. His expertise encompasses 401(k) plans, 403(b) plans, 457 plans, pensions, defined contribution (DC) and defined benefit (DB) plans, and cash balance plans. By leveraging the specialized support provided by PCIA’s fiduciary services team, he is able to enhance service delivery and ultimately improve client outcomes. This holistic approach involves collaboration with in-house ERISA attorneys alongside the client's human resources team, fostering a beneficial environment for plan participants and promoting fiduciary responsibility, which is of utmost importance in retirement planning.
Education and Achievements
Rich Laing's educational background lays a strong foundation for his successful career in finance. He holds a Bachelor's Degree in Business, Management, Marketing, and Related Support Services from Kansas State University. This academic grounding was further enriched by his studies at the University of California, Santa Barbara, where he honed his skills in management and marketing.
Rich's professional journey has included pivotal roles that reflect his versatility and passion for the finance industry. Before joining PCIA, he served as a Risk Consultant at Thomas McGee, LC, where he developed his ability to analyze and mitigate financial risks for businesses. His earlier experience as a Sales Executive at Zurich North America equipped him with vital skills in client engagement and relationship management—skills that have greatly benefitted his current advisory role.
Rich’s former career as a Touring Professional Golfer showcases not just his competitive spirit but also his dedication to excellence—a mindset that he applies to his financial advisory practice, ensuring his clients receive top-tier service and valid advice that drives results.
Achievements
Rich Laing’s journey in the finance sector is marked by an array of achievements that underscore his commitment to his clients and his enduring influence in wealth management and corporate retirement planning. By blending his robust academic background with hands-on expertise, Rich has successfully built a reputation as a trusted partner for individuals and corporate clients seeking financial guidance.
In his current role at PCIA, Rich stands out through his innovative approach to systematic strategic planning and risk assessment, enabling him to navigate the demanding landscape of financial wealth management while providing peace of mind to those he serves. The collaborative nature of his work, characterized by his integration of fiduciary services in corporate planning, results in enhanced plan participation and a positive framework for fiduciary responsibilities for plan sponsors, making Rich a key player in this domain.
Rich's ability to leverage in-house ERISA attorneys offers clients immediate access to specialized knowledge, aligning with their strategic goals and adding value to the overall retirement planning process. His cross-functional alliances with human resources departments demonstrate his commitment to fostering strong working relationships and ensuring that clients achieve their financial objectives.
Through his dynamic career, Rich Laing embodies excellence in providing tailored advisory services and fosters a team-centered environment that addresses the diverse needs of his clients in both personal and corporate finance.
tags=[
Wealth Management
Investment Advisory
Corporate Retirement Plans
Strategic Financial Planning
Risk Assessment
Fiduciary Responsibility
401k Plans
403b Plans
457 Plans
Cash Balance Plans
ERISA Compliance
Richard Laing
Financial Advisor
Kansas State University
University of California Santa Barbara
Location
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