Kasey Closs Cfp® Email and Phone Number
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.
Rice Financial Group
View- Website:
- ricefg.com
- Employees:
- 12
-
Certified Financial Planner™Rice Financial Group Jun 2018 - Present -
Financial AdvisorPacific Capital Resource Group Jun 2017 - Jun 2018Portland, Oregon Area -
Financial AdvisorWells Fargo Advisors Aug 2016 - Feb 2017Portland, Oregon Area -
Professional AthleteJacksonville Jaguars Apr 2015 - Jul 2016Jacksonville, FloridaWide 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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