Meredith J. Rice,  CFP<sup>&reg;</sup> - Financial Advisor

Meredith J. Rice, CFP®

Principal

Patriot Wealth Management

1800 Bering Drive, Ste 250
Houston, TX 77057
(713) 344-9308

General

Meredith Rice is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Patriot Wealth Management in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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