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.
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.
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.
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.
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.
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.
We offer monthly education events on a variety of topics. These are open to clients and guests at no cost and with no obligation.
February 2019 Event
True Purpose for Money
When & Where
Monday, Feb 25th at 6:30pm
RSVP to events@ricefc.com or by calling 408.354.3400
Mimi’s Cafe @ El Paseo de Saratoga 1200 El Paseo de Saratoga, San Jose