October 1, 2019 (San Luis Obispo, Calif.) – The Rice Partnership is pleased to announce it has hired Tony Brizzolara as a Portfolio Manager, effective immediately. Brizzolara will work out of the firm’s newly opened office in downtown San Luis Obispo.
The San Luis Obispo office, which opened in April 2019, is the first California location for the Hawaii-based wealth management firm.
“Tony’s deep knowledge and experience in managing and growing portfolios makes him an ideal fit for The Rice Partnership,” says Portfolio Manager and Senior Wealth Manager, Ashley Wilken, CFP®, who leads the San Luis Obispo office. “We are excited for him to utilize his vast experience in analyzing, selecting, and monitoring portfolio holdings on behalf our clients.”
A Cal Poly Business grad, Brizzolara was previously a Financial Advisor and Portfolio Manager at Morgan Stanley for 29 years.
Brizzolara is an active philanthropist and has served on a number of non-profit boards over the years. He is currently a board member and Investment Chairman for the Foundation for the Performing Arts Center in San Luis Obispo. Brizzolara and his wife Christi live in San Luis Obispo, where they have raised their three children.
“The Rice Partnership has a 30-year history in helping families and individuals achieve and surpass their financial goals,” says Brizzolara. “I am honored and excited to use my knowledge and experience in furthering its longstanding mission.”
About The Rice Partnership
The Rice Partnership, LLC, is a national financial advisory firm headquartered in Honolulu, with branches in Maui and now, San Luis Obispo, California. The firm specializes in investment management and estate planning, as well as tax and strategic advisory services for individuals, families and charitable organizations throughout Hawaii and the mainland.
Mike Dawson | Solterra Strategies | email@example.com