Trice Rainer, MBA, CFP® | Financial Advisor
Trice Rainer, MBA, CFP® became a Financial Advisor in order to pursue her passion for helping her clients and their families make intelligent, informed and healthy financial and life planning decisions to achieve their financial goals. She brings more than 30 years of experience in financial services, management consulting and non-profit work to the relationships she builds with her clients. Trice will work with you to map a financial plan and investment strategy that aligns with your goals, values and life plan.
Trice began her career in the financial industry in 1987, as a Senior Trader at Bank of America managing the bank’s money market interest rate swaps portfolio. She also spent many years in management consulting at Accenture, which ingrained in her a strong commitment to excellent client service, a collaborative culture, and the importance of defining and aligning one’s core values and goals. More recently Trice spent several years helping a local nonprofit in the role of Finance Administrator and values the relationships she built and practical knowledge she gained in this role.
Trice received her Bachelor of Arts in Economics from Northwestern University, Phi Beta Kappa honors, and her Master of Business Administration with a concentration in Finance from UCLA. She has earned the CERTIFIED FINANCIAL PLANNER™ designation. She has her California Insurance License and holds a General Securities License (Series 7) and a Registered Representative and Registered Investment Advisor License (Series 66). She is an active member of the Financial Planning Association (FPA) East Bay Chapter and the Estate Planning Council of Diablo Valley.
Trice, a resident of the East Bay for over 25 years, lives in Danville with her family. She loves spending time with her three children and captains and plays on competitive tennis teams year-round. She also enjoys oil painting, playing the piano and gardening.
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Elizabeth Mintzer, CFP® | Financial Advisor
Elizabeth is passionate about helping clients make progress toward their most important life goals and achieving financial confidence. Each client relationship is built on mutual understanding, trust, and exceptional service. Elizabeth wants her clients to know that she will always go the extra mile to get the right answer for them and education is a key and ongoing component of the wealth management process. Most importantly, being truly independent allows her to make personalized recommendations that are in her client’s best interest. Elizabeth specializes in wealth management, often coordinating with CPAs and attorneys to make sure that investment, tax, and estate planning issues are fully addressed together for a comprehensive financial plan and investment portfolio.
Elizabeth is a Registered Representative and Investment Advisor Representative through Cambridge Investment Research, Inc. She has her Series 7 and Series 66 licenses through FINRA. She has a Bachelor’s Degree from the University of California, Davis and a Master’s Degree from the University of North Carolina, Chapel Hill. She is a member of the Financial Planning Association - East Bay, Estate Planning Council of Diablo Valley, and Financial Services Institute.
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Marian Nguyen | Client Service Associate
Marian developed a passion for personal finance after overcoming her own financial struggles. She realized after going through her own journey of becoming debt free, how much she enjoyed helping others with their own money challenges. After devoting 16 years of her life as a Registered Nurse to help take care of patient’s medical health, she’s now dedicated to work with families to improve their financial health instead.
Marian has completed the CFP® Education requirements, along with studying for and passing the very rigorous CFP® Exam. In addition to her skillsets she has developed over the years as a nurse, she also brings valuable experience as an e-commerce business owner and tax preparer.