Steve Rice Email & Phone Number
President and Owner @ Rice Financial Consulting, Inc.
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Steve Rice Location
- Los Gatos, CA, US
Steve Rice Work
- 1982 -now President and Owner @
- 1980 -now Real Estate Investor and Manager @ Real Estate Investor
- 2008 -2012 Council Member, Mayor @
- 1998 -2008 Past President, Board Member and National Committeeperson @ NAIFA - California
- 1994 -2004 Past President and Board Member @ Santa Clara County Estate Planning Council
- 1992 -1997 Past President and Board Member @ Rotary Club of Los Gatos
- 1990 -1997 Past President and Board Member @
- 1989 -1996 Past President and Board Member @ Society of Financial Service Profesionals - San Jose
- 1981 -1994 Reserve Police Officer @ Town of Los Gatos
Steve Rice Education
- The American College of Financial Services
ChFC (CLU, CAP, Finance)
1983-1985 - San José State University
Business Administration - Finance (Business Administration - Finance)
1977-1981 - Los Gatos High School
High School Diploma (High School)
1973-1977
Steve Rice Skills
- Financial Planning
- Asset Management
- Estate Planning
- Retirement Planning
- Life Insurance
- Disability Insurance
- Employee Benefits
- Retirement Income Strategies
- College Savings Plans
- Financial Advisory
- Asset Managment
- Insurance
- Investment Advisory
- Investments
- Wealth Management
- Securities
- Finance
- Wealth
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Mutual Funds
- Long Term Care Insurance
- Financial Services
- Long-term Care
- Portfolio Management
- Pensions
- Financial Planners
- Term Life Insurance
- Health Insurance
- Personal Finance
- 401k
- Investment Strategies
- Asset Allocation
- Wealth Accumulation
- IRAs
- Tax
- Series 7
- FINRA
- Series 63
- Investment Management
- 401k Rollovers
- Roth IRA
- High Net Worth Individuals
- Financial Goals
- Wealth Management Services
- Strategy
- Microsoft Office
- Customer Service
- Long Term Care
Steve Rice Summary
- Steve Rice, based in Los Gatos, CA, US, is currently a President and Owner at Rice Financial Consulting, Inc.. Steve Rice brings experience from previous roles at Real Estate Investor, Town of Los Gatos, NAIFA - California and Santa Clara County Estate Planning Council. Steve Rice holds a 1983 - 1985 ChFC in CLU, CAP, Finance @ The American College of Financial Services. With a robust skill set that includes Financial Planning, Asset Management, Estate Planning, Retirement Planning, Life Insurance and more. Steve Rice has 1 emails and 1 mobile phone numbers on RocketReach.
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