For more than three decades, Steve Rice has helped individuals and families achieve their financial goals. He majored in Finance at San Jose State University and he is accredited as a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®) and a Chartered Advisory in Philanthropy (CAP™). He is highly regarded in the financial planning industry and has been a featured speaker at more than 200 meetings throughout the U.S. and authored articles for financial and consumer publications. He was President of the Santa Clara County Estate Planning Council and President of the National Association of Insurance and Financial Advisors – California.
Steve is also an active leader in the community, serving on the Los Gatos Town Council and, following his grandfather’s footsteps, as Mayor in 2011-2012. He is Treasurer of the Los Gatos Police Foundation and a Past President of the Rotary Club of Los Gatos.
Jan joined Steve in 2007, running operations for the firm. Over the next few years she earned multiple licenses in the financial services field and became a Financial Advisor in 2010. She studied business in college and for 24 years put that education to use as the owner of a bookkeeping and accounting company catering to small business. Jan is recognized by the State of California and FINRA as an Investment Advisor Representative.