Kari Rice, CIMA, CFP

Background & Expertise I am dedicated to helping individuals and businesses develop financial and investment strategies that align with their needs, goals, and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management strategies delivered with the highest level of personal service and professional integrity. A native of Washington State, I attended Western Washington University on a volleyball scholarship. There I received my Bachelor of Arts degree in Business Administration. In practicing and playing volleyball, I was fortunate to have coaches who took time to understand my abilities and goals to help me reach my potential. As a Financial Advisor with the Bellevue office of Wells Fargo Advisors, I take pride in working for a firm that values that same commitment of understanding. We recognize that successful planning is not a single event. It is a continual process that identifies changes in clients' goals and needs over time. It is my goal to be a "financial coach" for my clients to help ensure their needs are met throughout the changes that occur in their lives. Education & Credentials BA - Western Washington University Obtained CERTIFIED FINANCIAL PLANNER certification in 2018 I spend my time with my family and chasing my two children around. Not yet an avid golfer, but I am setting a few weekends aside in the summer to improve. Resident State: WA