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Rachel P
Series 65
Atwater, CA
Provident Living Financial Services
Rachel Pierini is a financial advisor at Provident Living Financial Services with nine years of industry experience. She holds a Series 65 designation and has been with Provident Living since 2015. Outside of her advisory role, Pierini owns QB Business Solutions, LLC, which provides life and financial advocacy services, notary services, and administrative support. Provident Living Financial Services serves individuals, trusts, estates, nonprofit organizations, and business clients with discretionary portfolio management, financial planning, and group retirement plan investment management. The firm employs a blended advisory and financial wellness model, offering multi-tiered membership plans and concierge services alongside its investment programs.
Richard B
Series 66
Lehi, UT
Provident Living Financial Services
Richard Barber is a Series 66-licensed financial advisor with over 23 years of industry experience. He currently works at Provident Living Financial Services, where he has been since 2016. Barber serves on the board of Welfie, a technology platform company. Provident Living Financial Services provides fee-based investment management, financial planning, and financial-wellness services to individuals, trusts, estates, nonprofit organizations, and businesses. The firm offers discretionary portfolio management through its Finique 360 program, utilizing fundamental, technical, and cyclical analysis, and supports employer-sponsored plans with educational programs and estate-planning technology.
Ruth B
Series 65
Lehi, UT
Provident Living Financial Services
Ruth Barber is a financial advisor at Provident Living Financial Services with a Series 65 designation and over 16 years of experience at the firm. She is also involved with Welfie, LLC, an outside business activity. Provident Living Financial Services provides fee-based investment management, financial planning, and financial-wellness services to individuals, trusts, estates, nonprofit organizations, and business clients. The firm offers discretionary portfolio management through its Finique 360 program and includes services such as estate-planning support and multi-generational wealth stewardship.
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