– Senior Wealth Manager at The Rice Partnership Ashley Wilken was recently awarded the Certified Trust & Financial Advisor (CTFA) professional certification from the American […]
The Rice Partnership Wealth Management expands to Paso Robles pasoroblesdailynews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from pasoroblesdailynews.com Daily Mail and Mail on Sunday newspapers.
Director of Community Development for the City of Paso Robles Warren Frace
Frace has been a resident of San Luis Obispo County for the past 21 years. He began his planning career 30 years ago after graduating from Cal Poly San Luis Obispo and has held a variety of private and public sector planning jobs throughout the State. Prior to starting his job in Paso Robles in 2015, he served as the director of community development for the City of Atascadero for 14 years. Past planning accomplishments that he is most proud of include an Atascadero General Plan, Atascadero Downtown Master Plan, Sunken Garden restoration, and construction of the Galaxy Theatre in Colony Square.
–The Rice Partnership has announced that Ryan Luna has joined its wealth management team as Portfolio Manager. He will be based at the firm’s California office in downtown San Luis Obispo.
Luna has worked in the investment industry for over 16 years. For the past three years, he was a Portfolio Manager for a $10.5 billion investment advisor in Southern California where he managed multi-asset portfolios, as well as coordinated trading, operations, marketing, and compliance groups. He has previously held portfolio management roles with Nuveen Investment affiliates Nuveen Asset Management and Tradewinds Global Investors.
“Ryan has proven he knows how to balance performance and risk across a broad range of portfolios,” says Senior Wealth Manager and Portfolio Manager Ashley Wilken. “He brings a high level of expertise to the table and we’re excited to make his valuable experience available to our clients.”
Local wealth manager earns NFL financial advisor designation pasoroblesdailynews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from pasoroblesdailynews.com Daily Mail and Mail on Sunday newspapers.