Cathy Tajiri joins The Rice Partnership HONOLULU 

Cathy Tajiri has been named Senior Wealth Manager with The Rice Partnership, a Honolulu-based wealth management firm.

Cathy with the Rice PartnershipIn her new role, she will be assisting clients with a wide range of financial needs from investments to retirement, estate and tax planning to risk management and philanthropic
strategies.

Tajiri was a former Vice President and Relationship Manager with The Private Bank at Bank of Hawaii. She was also a Vice President and Financial Consultant with Charles Schwab for almost 18 years.

Tajiri graduated with a BA from the University of Hawaii-Manoa and holds an Accredited Asset
Management Specialist (AAMS) designation. Active in the community, she does volunteer work for Hawaii DECA and Boys and Girls Club of Hawaii.

The Rice Partnership LLC is a national financial advisory firm headquartered in Honolulu with
branches in Maui and 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.

 

 

Ashley Wilken nominated as Woman to Watch – Emerging Leader 

Ashley WilkensSAN LUIS OBISPO – Ashley Wilken has been nominated for the California Society of CPAs’ (“CalCPA”) Woman to Watch Awards in the Emerging Leader category. CalCPA, in partnership with the American Institute of CPA’s Women’s Initiatives Executive Committee, recognizes women in accounting and finance for their leadership, community and public service, advocacy, mentoring and contributions to the profession. The awards are given in three categories: Emerging Leader, Experienced Leader and Trailblazer and will be presented at CalCPA’s 2020 Women’s Leadership Forum on April 24th.   

Ashley is a Senior Wealth Manager with The Rice Partnership, a wealth management firm in San Luis Obispo. She was nominated for her commitment to her community along with her advocacy and passion for the financial profession.  Wilken is a CERTIFIED FINANCIAL PLANNER TM for The Rice Partnership and their subsidiary company, Wealthjar Investment Advisors (“Wealthjar”). Wealthjar is geared towards millennial investors and offers unlimited financial planning and ESG investment strategies.

Wilken is involved in the community through her current and past contributions to the Rotary Club of Paso Robles, San Luis Obispo Chamber of Commerce, Girl Scouts of California’s Central Coast, California Women for Agriculture, and the County’s Cattlewomen’s & Cattlemen’s Associations. Ashley feels passionately about supporting local community organizations including the Economic Vitality Corporation of San Luis Obispo, the Foundation for the Performing Arts Center, the Junior Livestock Auction at the California Mid State Fair, and Cal Poly Mustang Athletics along with others. 

The Rice Partnership LLC is a national financial advisory firm with branches Honolulu, Maui and 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 California.