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Candace Dollar

Candace Dollar

Client Service Coordinator

Candace, our newest team member, brings 5 years of financial planning experience, focusing on client needs. Her role involves assisting clients with service requests, preparing necessary paperwork, and proactive client outreach.

A lifelong Bay Area resident, Candace embraces an active lifestyle—exploring hidden gems in California, spending time with loved ones, and working out at a local CrossFit gym. In her downtime, she indulges in the enjoyment of movies… especially scary ones!