San Luis Obispo, CA – Ashley Wilken, Senior Wealth Manager with The Rice
Partnership, has been selected as one of Pacific Coast Business Times 40 Under 40 Honorees, Class of 2022.
According to the publication, nominees must be under 40 years old and have made significant contributions through professional or volunteer work in the Tri-County region.
As the Senior Wealth Manager for The Rice Partnership and head of the firm’s San Luis Obispo and Paso Robles offices, Wilken has been recognized for her achievements in the financial industry since 2011.
She also takes on a highly active role in the community, currently serving on the boards of the Foundation for the Performing Arts Center, the Paso Robles Chamber of Commerce, and the Rotary Club of Paso Robles. She has also previously served on the boards for the SLO County California Women for Agriculture and the California Central Coast Girl Scouts.
Previously, Wilken worked as a commercial and agricultural lender in San Luis Obispo County since graduating from Cal Poly with an MBA and a degree in Agribusiness. She is a CERTIFIED FINANCIAL PLANNERTM and NFLPA Registered Player Financial Advisor.
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.
The Rice Partnership is pleased to announce that Lia Young has been made a partner at the Honolulu-based wealth management firm. She will continue to oversee day-to-day operations, client
services and compliance administration across all the firm’s offices in Hawaii and California.
“In addition to all that, Lia does an outstanding job leading human resources, as well as managing our tech stack,” Principal Bonnie Rice said. “She is incredibly important to the way our company functions every single day.”
Young has over 20 years of experience in the finance industry handling operations, client services, compliance, accounting and human resource administration for small businesses and nonprofit organizations. She holds a Bachelor of Business Administration degree from the University of Hawaii-Manoa.
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.
The Rice Partnership, an independent wealth management firm that caters to high-net-worth clientele, is expanding its California Central Coast presence with the opening of its newest office in Paso Robles.
This is the company’s fourth office with other offices located in Honolulu, Maui, and San Luis Obispo. The opening of the new Paso Robles office, located in the Gateway Center, coincides with The Rice Partnership’s 15th anniversary and marks two and a half years since their first California office opened in downtown San Luis Obispo.
“The Paso Robles office is exciting because it allows us to better serve our existing North County clients as well as continue to grow our presence here,” says Senior Wealth Manager and Portfolio Manager Ashley Wilken. Wilken earned her undergraduate degree in Agribusiness and her MBA from Cal Poly. She is a Certified Financial Planner who previously worked as a commercial and agricultural lender. She is also a National Football League Player Association (NFLPA) Registered Player Financial Advisor.
The Rice Partnership LLC is a boutique wealth management firm headquartered in Honolulu with branches in Maui and California. The firm offers holistic wealth management services including asset management, family office, and financial advisory.
For more information, please visit TheRicePartnership.com or call 805.517.4122.
The Rice Partnership, a Hawaii-based wealth management company, is pleased to announce that Sarah Bredhoff has been promoted to Partner. Bredhoff is a native of Maui and currently in charge of the firm’s Kahului office.
“Sarah not only extends our full range of services across Hawaii, she provides an invaluable resource on Maui,” principal Bonnie Rice said.
“The Rice Partnership is known for its local roots and global connections. As a partner, Sarah brings a high level of financial expertise to neighbor island clients, with plans tailored to individual needs and goals.”
Bredhoff has over 20 years of experience in the financial services industry, handling investments, trust administration and estate planning for high net worth families and individuals. She is a graduate of St. Mary’s College of Maryland and the American Banking Association (ABA) Trust School.
The Rice Partnership LLC is a national financial advisory firm with branches in Honolulu, Maui and California. The firm specializes in customized investment management and estate planning, as well as tax and strategic advisory services for individuals, families and charitable organizations throughout Hawaii and the mainland.
The Rice Partnership would like to take a moment to celebrate our 15th Anniversary and say mahalo for making our last decade and a half so very special.
Some of you can remember when we started out as a small, local financial firm in 2005. Today we’ve grown into a national wealth management company with offices throughout Hawaii and the mainland. Happily, our client ohana has grown along with us and this year, we are proud to serve new communities at our fourth location in Paso Robles, California.
Throughout the journey, our fearless leader Bonnie Rice and very talented team of wealth advisors, have focused on a very personal and responsive style of doing business. It’s what keeps us connected through all the ups and downs and continues to build friendships for life.
These challenging times may not be over yet but here’s something you can count on: The Rice Partnership will be here for you at the next 15-year mark, as well as at all your milestones in between.
Please stay in touch and be well.
The Rice Partnership Team
Bonnie, Orest, Sarah, Ashley, Cathy, Ryan, Lia, Joanie, Birgitte & Andrea
The Rice Partnership is proud to continue their support of Hawaii Public Radio (HPR) and the Atherton Winter Concert Series. The Atherton Series features musicians and performers from diverse backgrounds who perform a wide variety of genres, from traditional jazz to contemporary Hawaiian, and Americana to Shakuhachi. All performances are housed in the Atherton Studio, an intimate recording studio in Honolulu that can seat 60-75 audience members. The Rice Partnership has supported this innovative series since its 2015-2016 season.
This past winter The Rice Partnership was able to share virtual tickets with clients across the islands to access a dozen live concerts showcasing some of Hawaii’s best local artists. Each attendee received a private YouTube link to enjoy the concert in real time.
The Rice Partnership also supports HPR’s classical music channel and the program Applause in a Small Room. “As a wealth management company that takes a very meaningful approach to providing service, we think public radio ranks right up there as another important way we can bring something of value to the communities we serve,” explained Bonnie Rice, Principal of The Rice Partnership, in an HPR interview.
The Rice Partnership looks forward to sponsoring the upcoming 2021-2022 Winter Season, which will begin November 2021.
For more information, visit Atherton Concerts and Hawaii Public Radio.
