Ryan Luna's Colleagues at The Rice Partnership
Ryan Luna's Contact Details
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San Luis Obispo,California,United States
The Rice Partnership
Ryan Luna's Company Details
For over 30 years, Bonnie Rice and her management team have been trusted wealth advisors for individuals and families, as well as for foundations and endowments throughout Hawaii and the mainland. The Rice Partnership prides itself on taking a very personal and responsive approach to wealth management, providing customized solutions tailored to fit our clients' needs. It is a holistic approach that seamlessly integrates asset allocation and diversified investment portfolios with tax, trust, estate, philanthropic and family office objectives.Overall, the goal is to simplify our clients' lives, and enhance peace of mind. We also guide clients as they envision and implement family legacy, which may extend over many generations.