The Rice Partnership is pleased to announce that Senior Wealth Manager Ashley Wilken was recently awarded the Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association.

“Earning the CTFA certification validates Ashley’s experience and depth of education in estate planning and wealth management,” said Bonnie Rice, Principal of The Rice Partnership.

The CTFA certification is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.

A CERTIFIED FINANCIAL PLANNER TM and Cal Poly MBA graduate as well, Wilken opened The Rice Partnership’s first California office in 2018. She currently manages the firm’s San Luis Obispo and Paso Robles locations.