Matt Rice, CFP^®, CRPS^®

Designations and licenses

Matt is a CERTIFIED FINANCIAL PLANNER^TM professional and a Chartered Retirement Plans Specialist^SM.

Experience and education

Matt works as part of a team to provide comprehensive financial advice to clients.

Prior to joining Mariner, Matt served as a wealth advisor at Buckingham Strategic Wealth, where he supported clients with services including estate planning, tax consultation, risk management and other advanced planning solutions. He also helped small-business owners design, implement and maintain retirement plans specific to their needs. Prior to that, he was a wealth management advisor for TIAA-CREF and a registered broker for Charles Schwab.

Matt has a Bachelor of Science and Humanities degree from Ball State University and an MBA from Indiana Wesleyan University.

Personal interests

Matt is a member of the Kiwanis and Cicero United Methodist Church, a fan of the Indianapolis Colts and enjoys spending time with family, traveling, exercise, reading and outdoor activities.

Matt’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.