Ian Rice, CFP®, ChFC, CLU, CFBS, RICP, BSP
Managing Partner - Financial Advisor
Ian studied Financial Economics and business at University of Oregon and Portland State University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and holds the additional designations of Chartered Financial Consultant, Chartered Life Underwriter, Certified Family Business Specialist and Retirement Income Certified Professional.
Ian is passionate about teaching people the rules to this crazy game we call life. His expertise lies in his ability to get to know and understand people and help them build flexible strategies for our ever changing world and lives.
Ian lives in Sherwood, Oregon with his wife Jaime, two daughters Zoey and Katie, and son JJ. Away from business, you will most likely find him with family, reading a book or hacking his way around the golf course.
Ian holds the following licenses: Life, Health, Accident, Series 6, 63, 65 and 7.