Steven G. Rice

Steven G. Rice, CFP®, BFA™

CERTIFIED FINANCIAL PLANNER™ | Chief Financial Officer | Managing Partner

Steven Rice is a CERTIFIED FINANCIAL PLANNER^® and the Chief Financial Officer of Elite Advisors Collective, with over 32 years of financial advisory experience. At Elite Advisors Collective, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Steve and his wife Carla enjoy spending time with their two sons, Elijah and Ethan. In his spare time he enjoys watching sports, traveling and staying active in his community.

Areas of focus

Intergenerational Planning
Executive Compensation and Benefit Strategies
Business Retirement Plans
Wealth Preservation Strategies
Investment Management
Estate Planning Strategies

Qualifications

CFP® – CERTIFIED FINANCIAL PLANNER™
BFA™ – Behavioral Financial Advisor™
Series 24: General Securities Principal Examination
Series 51: Municipal Fund Securities Principal Examination
Series 7: General Securities Representative Examination
Series 63: Uniform Securities Agent State Law Examination

Education

Bachelor of Science, Accounting, St. Cloud State University, St. Cloud, MN

Professional associations

Financial Planning Association
Certified Financial Planner Board

Community participation

STMA Football Booster Club Board Member
Heartland Community Action Agency
Imara International
Bolder Options

Interests

My wife Carla and I enjoy spending time with our two sons, Elijah and Ethan. In my spare time, I enjoy watching sports, traveling and staying active in our community.