Ashley Wilken, CFP®, a Cal Poly MBA grad, will lead the longstanding Hawaii-based wealth management firm’s first California location.
April 16, 2019 (San Luis Obispo, Calif.) – 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.
Ashley Wilken, Portfolio Manager and Senior Wealth Manager, will lead the first mainland office for the Honolulu-based wealth management firm.
Wilken is a two-time Cal Poly graduate, earning an undergraduate degree in Agribusiness and a MBA. A CERTIFIED FINANCIAL PLANNER™, she previously worked as a commercial and agricultural lender throughout San Luis Obispo County. Wilken also serves on the Board of Director’s for the Girl Scouts of California’s Central Coast, is a member of the Rotary Club of Paso Robles, the California Women for Agriculture, and the SLO County Cattlewomen’s Association.
“While raised in Hawaii, San Luis Obispo County has been my home for a long time now,” says Wilken. “I’m honored and excited to bring to SLO The Rice Partnership’s 30-plus years of experience providing families and trusts customized wealth management and estate planning services that align with their dreams and goals.”
For more information, please visit TheRicePartnership.com, or call 805.517.4122.
For media inquiries, and photos of Ashley Wilken and the new Downtown SLO office, please email firstname.lastname@example.org.
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.