The Rice Partnership Wealth Management Expands to Paso Robles
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.
Celebrating our 15th Anniversary. And you.
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.
The Rice Partnership Supports Hawaii Public Radio
The Rice Partnership is proud to continue their support of Hawaii Public Radio (HPR) and the Atherton Winter Concert Series.
The Rice Partnership Hires Portfolio Manager Ryan Luna
The Rice Partnership is pleased to announce that Ryan Luna has joined its wealth management team as Portfolio Manager. He will be based at the firm’s California office in downtown San Luis Obispo.
The Rice Partnership Supports Local Girl Scouts during Challenging Cookie Season
For the third year in a row, The Rice Partnership has supported local Girl Scout Troops by doing a cookie booth buy-out.
Ashley Wilken earns National Football League Players Association’s Registered Player Financial Advisor designation
Ashley Wilken, Senior Wealth Manager with The Rice Partnership, has officially added NFLPA Registered Player Financial Advisor to her list of credentials.
Wilken has met the extensive professional requirements and rigorous standards put forth by the NFLPA’s Board of Player Representatives for financial advisors in their Program.
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.
In 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.
Ashley Wilken nominated as Woman to Watch – Emerging Leader
Ashley Wilken has been nominated for the California Society of CPAs’ (“CalCPA”) Woman to Watch Awards in the Emerging Leader category.
The Rice Partnership Sponsors Mustang Sports
As a California Polytechnic State University (Cal Poly) alumni, it is no wonder Ashley Wilken of the San Luis Obispo office decided to support Mustang Sports.
Discovering The Rice Partnership’s Agricultural Roots
A wealth management firm is not the only thing the Rice family brought to California’s Central Coast – their passion for livestock, agriculture and youth education has followed them to the mainland as well.
The Rice Partnership Sponsors Girl Scouts of Hawai`i 2020 Cookie Expo and University
For the fourth year in a row in Oahu, Hawai`i, The Rice Partnership encouraged and further fostered the development of nearly 300 young women in the Girl Scouts’ island-wide “Cookie Expo and University.”
The Rice Partnership Establishes New Office in San Luis Obispo
The Rice Partnership is proud to announce it has officially opened its very first California office in downtown San Luis Obispo, located at 1304 Santa Rosa Street.
Proud Supporters of
- Cal Poly Mustangs
- California Cattlemen’s Association
- California High School Rodeo – District 7
- California Mid State Fair
- CMSF Heritage Foundation
- California Women for Agriculture
- Dream Big Darling
- Economic Vitality Corporation
- Foundation for the Performing Arts Center
- Girl Scouts of California’s Central Coast
- Paso Robles Wine Country Alliance
- Rotary Club of Paso Robles
- SLO Farm Bureau
- Assistance Dogs of Hawaii
- Daughters of Hawaii
- Girls Scouts of Hawaii
- Haku Baldwin Center
- Hawaii Community Foundation
- Hawaii Mission Houses
- Hawaii Nature Center
- Hawaii Preparatory Academy Alumni Association
- Hui No’eau Visual Arts Center
- Island United Way
- La’akea Village
- Makawao Cemetery
- Montessori School of Maui
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