Jim Rice, CFP®, has been helping clients and advisors in developing wealth management solutions for over 30 years. As a CERTIFIED FINANCIAL PLANNER™ professional and retired CPA, Jim’s diverse experience brings unique insight and perspective to your financial needs.
Working collaboratively with clients, their families, and other trusted advisors, Jim takes a holistic approach to clients’ wealth management needs. A holistic approach that addresses all relevant areas of personal finance, including investments, estate planning, insurance & risk management, business succession planning, and cash flow management, is the keystone to developing durable solutions for clients. By listening carefully to clients, engaging them in purposeful conversations, and educating them about their options, Jim is committed to being his clients unbiased, trusted advisor.
Jim is the founding member of Investment Advisors Wealth Management, LLC, and a Registered Principal with Osaic Wealth, Inc., one of the largest independent broker-dealer firms in the industry. He holds Series 7, 66, 24, 53, 6, and 63 registrations. Jim is also licensed in life and health insurance in the states of New Jersey and Pennsylvania.
