Nicole Rice, CPA

Nicole Rice, CPA

  • Aldrich Group
  • Partner
Aldrich Group

Aldrich Group

5665 S.W. Meadows Road
Suite 200
Lake Oswego, OR, 97035
United States
View firm profile Go to website

Aldrich Group

5665 S.W. Meadows Road,
Lake Oswego, OR 97035,
United States

Professional experience

Nicole has dedicated her entire professional career to helping individuals and corporate clients with their financial needs. She has experience working in wealth management, retirement planning, tax accounting, design and implementation of non-qualified benefit plans, insurance, and qualified benefit plans. Nicole provides investment-related guidance to individuals and businesses to meet their short- and long-term financial goals. NICOLE'S EXPERTISE Series 65 securities exam Retirement planning Design and implementation of corporate retirement plans Individual wealth management

Educational background

Bachelor of Science in business administration with an option in accounting and a Master of Accountancy.

Affiliations

Nicole volunteers on a regular basis with a number of organizations and schools that focus on creating opportunities and enrichment for youth. Additionally, she has enjoyed coaching her daughter’s soccer teams over the years.

Credentials

Bachelor of Business Administration Master of Accountancy Certified Public Accountant