Kasey Closs Cfp®

Kasey Closs Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ at Rice Financial Group focused on supporting Medical and Business Professionals as well as Professional Athletes @ Rice Financial Group
wilsonville, oregon, united states
Kasey Closs Cfp®'s Location
Wilsonville, Oregon, United States, United States
About Kasey Closs Cfp®

As a former pro athlete, I am able to help my clients in these unique industries and positions through my own experience. In doing so, I can relate and provide authentic knowledge and truth to help my clients win on and off the field. With a family full of health care professionals, it's also my mission to give back to the medical community and provide the education and guidance needed to make sound financial decisions.At Rice Financial Group, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. We serve our clients and community with customized guidance and strategies for a life well lived. Our mission is to create clarity, control and confidence so that when life happens, making decisions is easy. Please reach out to us at anytime to discuss your financial goals!I am Licensed to sell insurance in WA, OR, CA, CO and securities in: OR, WA, CA, AZ, VA, UT, MT, GA, HI, NY, LA, FL, CO. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Rice Financial Group and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Kasey Closs Cfp®'s Current Company Details
Rice Financial Group

Rice Financial Group

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CERTIFIED FINANCIAL PLANNER™ at Rice Financial Group focused on supporting Medical and Business Professionals as well as Professional Athletes
wilsonville, oregon, united states
Website:
ricefg.com
Employees:
12
Kasey Closs Cfp® Work Experience Details
  • Rice Financial Group
    Certified Financial Planner™
    Rice Financial Group Jun 2018 - Present
  • Pacific Capital Resource Group
    Financial Advisor
    Pacific Capital Resource Group Jun 2017 - Jun 2018
    Portland, Oregon Area
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Aug 2016 - Feb 2017
    Portland, Oregon Area
  • Jacksonville Jaguars
    Professional Athlete
    Jacksonville Jaguars Apr 2015 - Jul 2016
    Jacksonville, Florida
    Wide Receiver

Kasey Closs Cfp® Education Details

Frequently Asked Questions about Kasey Closs Cfp®

What company does Kasey Closs Cfp® work for?

Kasey Closs Cfp® works for Rice Financial Group

What is Kasey Closs Cfp®'s role at the current company?

Kasey Closs Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ at Rice Financial Group focused on supporting Medical and Business Professionals as well as Professional Athletes.

What schools did Kasey Closs Cfp® attend?

Kasey Closs Cfp® attended Portland State University, Portland State University - School Of Business.

Who are Kasey Closs Cfp®'s colleagues?

Kasey Closs Cfp®'s colleagues are Ginger Fargas, Shane Allen, Cfp®, Amber Williams, Ian E. Rice, Aep®, Cfp®, Chfc®, Clu, Ricp®.

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