Fred Rice is an experienced and dedicated Financial Advisor who focuses not only on the intricacies of financial markets, asset allocation and economics, but also the relationships he builds with clients. He is passionate about knowing clients and their priorities as it relates to developing strong financial plans to meet their goals.
Fred as over ten years of experience in the financial services industry working with such companies as E*TRADE Securities, JP Morgan Chase, and Charles Schwab & Co. Most important, he actively guides clients in the process of customizing advise-based solutions, while taking the time to explain and educate them on advantages and disadvantages of different financial decisions to align with their needs.
A graduate of Georgia State University’s J. Mack Robinson College of Business with a Bachelor of Business Administration in Business Economics, Fred received his MBA in Marketing from the University of Indianapolis, School of Business. In addition, he earned his key professional licenses in investments (FINRA Series 7, Series 63, and Series 66), his CA Insurance License and he is working toward obtaining his designation as a Certified Financial Planner™.
Fred lives in the Bay area and is an avid soccer and baseball fan. In his free time, he hits the beach and enjoys local food truck offerings and breweries.