Rice Financial Consulting

Coaching & Educating investors to stay disciplined over a lifetime

Financial consultant in Los Gatos, CA (show on map)

3.0

★★★☆☆

2 reviews

Rice Financial Consulting, Inc. is a Registered Investment Adviser (RIA) in Los Gatos, CA providing coaching, education, and evidence-based investment management services.

Call (408) 354-3400

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About

Rice Financial Consulting, Inc. is a Registered Investment Adviser (RIA) based in Los Gatos, California. They are a fiduciary committed to putting clients' interests first when making investment recommendations.

Their mission is to provide coaching and education to help investors stay disciplined over a lifetime, while their vision is that people have peace of mind around money and have an abundance mindset. The firm utilizes Nobel Prize-winning economic theories including Modern Portfolio Theory, the Three Factor Model, and the Efficient Market Hypothesis to design portfolios that capture market returns and manage risk.

Fiduciary duty

Evidence-based investing with Nobel Prize-winning theories

Advisers invest in same portfolios as clients

No account minimums

No cost for initial meeting

Virtual and in-person meetings available

Services

Asset Management

Managed portfolios consistent with Evidence-Based, Nobel Prize winning economic principles.

Evidence-based investing Nobel Prize-winning theories Modern Portfolio Theory

Education

Regular coaching events to build knowledge so clients can maintain discipline and overlook short-term market volatility.

Market education Psychology of money Risk tolerance coaching

Retirement Planning

Tax-efficient retirement cash flow modeling with updates at regular investment reviews.

Tax efficient modeling Retirement income planning

Financial Planning

Planning for major life events including purchasing a home, growing a family, education funding, travel, retirement, and medical needs.

Life event planning Major purchase planning

Business Services

Helping choose the right qualified retirement plan (401k, Profit Sharing, Simple IRA, etc.), executive compensation plan, and deferred compensation plan for businesses.

401k planning Executive compensation Deferred compensation

Estate Planning Coordination

Coordination with attorney and accountant to ensure assets are distributed as desired and in the most tax-efficient manner.

Estate coordination Tax-efficient distribution

Credentials & Certifications

Registered Investment Adviser (RIA)

Reviews

Rating

★★★☆☆

Reviews

"My initial consultation with Jan and Janelle was productive."

Frequently Asked Questions

Is there a cost to meet with Rice Financial? +

There is never a charge to meet with them.

Do you have account minimums? +

No, they believe every person deserves to build their future with a safe, academically and empirically tested portfolio.

Do you meet virtually? +

Yes, they meet clients at their office, by Zoom, and by phone depending on what best suits client needs.

Where do Rice Financial advisers invest their money? +

They invest in the same portfolios they recommend to clients - diversified portfolios built by Matson Money that apply Nobel Prize-winning economic theories.