Jonathan Rice, Certified Social Security Advisor
Jonathan Rice
Senior Partner & Financial Advisor, Diversified Wealth Management
www.diversifiedwealthmanagement.com
Professional Profile
Jonathan JR Rice is a dedicated Senior Partner and Financial Advisor at Diversified Wealth Management, with over 25 years of extensive experience in the financial services industry. Based in St. Louis Park and White Bear Lake, Minnesota, JR specializes in providing top-tier financial planning and investment management services tailored to individuals and small business owners. His expertise covers essential areas such as retirement planning, investment management, and small business retirement plans, ensuring clients receive comprehensive and personalized financial strategies.
As a holder of the NSSA® Social Security certification, Jonathan Rice brings specialized knowledge of Social Security planning to every client relationship.
Known for his reliability and depth of knowledge, JR has built a respected reputation in the community for his commitment to helping clients navigate their financial futures. He takes pride in delivering personalized service and actionable insights, making him a trusted partner in achieving financial goals. Outside of his professional life, Jonathan enjoys an active lifestyle with interests in pickleball, golfing, and boating, as well as spending cherished moments with his wife and three children in Shoreview, MN.
If you are looking for a seasoned financial advisor and social security expert in Minnesota, Jonathan JR Rice is the professional you can count on to provide strategic advice and support for a secure financial future.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.