Patrice C. Rainer,  CFP<sup>&reg;</sup> - Financial Advisor

Patrice C. Rainer, CFP®

MBA,

Financial Advisor

Protected Investors of America

390 Diablo Road, Suite 202
Danville, CA 94526
FINANCIAL ADVISOR'S WEBSITE
(925) 217-4280 CONNECT WITH Patrice
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General

Patrice Rainer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Protected Investors of America in Danville, CA and the surrounding communities.

Financial Advisor Overview

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.

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Financial Advisor Experience

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Life Planning, Retirement, Starting a Family, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources