Maria Yates's Contact Details

Maria Yates's Company Details

Rice Financial Consulting, Inc.

Los Gatos, California, United States • 6 Employees
Financial Services

Rice Financial Consulting, Inc. focuses on helping professionals, small business owners and executives identify and achieve their financial goals. The firm's investment philosophy is based on the work of multiple Nobel Prize Laureates in Economics including a belief in the "Free Market" portfolio theory, broad diversification, low turnover and low costs. We concentrate on explaining complex issues so that clients with all levels of familiarity with financial matters understand their options and feel comfortable and confident in making decisions. Free monthly programs on a variety of financial topics are offered as part of this commitment to client education. Of special concern to Rice Financial Consulting, Inc. is helping clients accumulate retirement assets and manage the distribution of retirement funds when the time comes. The firm is continually sensitive to the tax implications of financial decisions and the importance of communication within families when discussing their financial futures. Rice Financial Consulting, Inc., is an independent Registered Investment Advisor (RIA).