Steve Rice. Finance. And you.
As the current President and Owner of Rice Financial Consulting, Inc., located in Los Gatos, California, Steve Rice Los Gatos has over thirty-three years of experience in personal finance. Steve’s specialities include Estate Planning, Life Insurance, Disability Insurance, and Financial Advisory. Steve Rice Los Gatos main goals as a personal financial advisor are to help clients recognize the best possible solution for their financial future, and making sure they are prepared for any possible pitfalls along the way.
Steve Rice Los Gatos has been involved in the world of finance since his college years at San Jose State University, where he graduated with honors as a finance major. During his senior year at San Jose, Steve Rice recognized his passion to continue working with finance as an intern at EF Hutton, where he gravitated towards financial planning. His communication and interpersonal skills were what led Steve to this decision, noting that heading in the direction of stock brokerage did not offer enough interaction with clients as financial planning did. Steve began working on the insurance side of personal finance in 1982 but quickly moved into comprehensive planning and the investment side of the business.
Steve Rice is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and a Chartered Advisor in Philanthropy (CAP). In addition, Steve Rice Los Gatos is highly recognized as a professional in the world of financial planning, as he has been a featured speaker at over 250 meetings throughout the nation, is the author to multiple articles for many financial and consumer publications, and has appeared on various local television shows discussing noteworthy financial topics.
Steve Rice’s company, Rice Financial Consulting, Inc., is a Registered Investment Advisor (RIA), that works with professionals, small business owners, executives, technology innovators, and a multitude of individuals and families that want to enjoy all the benefits of financial independence. The company offers monthly educational events on a wide range of topics that are open to clients and guests with no cost or obligation. Specific services include Asset Management, Financial Planning, Insurance Protection, Estate Planning, and Business Support.
In addition to his duties as the President and Owner of Rice Financial Consulting, Inc., Steve Rice Los Gatos is an active leader in his community of Los Gatos. He serves on the Los Gatos Town Council, is the Treasurer of the Los Gatos Police Foundation, and served as Mayor from 2011-2012. When he isn’t busy working or giving back to his community, Steve Rice Los Gatos loves to travel and play golf with his beautiful wife.