Candace is the newest member of our team. She brings with her 5 years of experience working in financial planning, primarily serving client needs. Candace is responsible for assisting clients with any service requests, preparing needed paperwork and pro-active client outreach.
Candace is a life time Bay Area resident. She loves to have an active lifestyle. In her free time, you might see her exploring California’s hidden gems, spending time with family and friends, or working out at a local CrossFit gym. She does also enjoy those lazy days watching movies… especially scary ones!