Our Values

Integrity


Our personal code of ethics and values mirrors the responsibility we have as licensed Registered Investment Advisors – to always put our client’s interest first. We adhere to the principles of honesty and strength of character in both our professional and personal lives.

Integrity

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Integrity


Our personal code of ethics and values mirrors the responsibility we have as licensed Registered Investment Advisors – to always put our client’s interest first. We adhere to the principles of honesty and strength of character in both our professional and personal lives.

Knowledge


We want our clients to understand how their money is working for them. We are committed to increasing their understanding of every aspect of their portfolio and coach them on how to take wise actions that will help them achieve their financial goals.

Knowledge

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Knowledge


We want our clients to understand how their money is working for them. We are committed to increasing their understanding of every aspect of their portfolio and coach them on how to take wise actions that will help them achieve their financial goals.

Objectivity


Building trusting relationships is our number one priority. As a small, independent firm, we can provide individualized attention to our clients and their unique situations. We learn their story and what they hope to accomplish. We are partners with our clients in building a successful financial future.

Personal

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Objectivity


Building trusting relationships is our number one priority. As a small, independent firm, we can provide individualized attention to our clients and their unique situations. We learn their story and what they hope to accomplish. We are partners with our clients in building a successful financial future.

Educational Events

We offer monthly education events on a variety of topics. These are open to clients and guests at no cost and with no obligation.

Next Event

The Sky is Falling….NOT!

At our June’s Coaching Session and Dinner we'll discuss and answer questions about market volatility.

When & Where

Wednesday, June 28th at 6:30pm

RSVP to lrodriguez@ricef.com
or by calling 408.354.3400

The Fish Market

1007 Blossom Hill Rd
San Jose, CA

 
The Living Balance Sheet
 

The Living Balance Sheet – a web-based application that provides you with an easy-to-view summary of your assets, liabilities, cash flow and insurance protection. Rice Financial Services, Inc. is an authorized user of this proprietary technology.

 
Contact Us

300 E. Main Street

Los Gatos, CA 95030

Phone: 408-354-3400

Fax: 408-354-3404

Email: info@ricefc.com