Candice joined Acosta Wealth Management in July 2020 as a Junior Planning Analyst. During this time, she assisted with all the necessary planning tasks needed for servicing new and existing clients. In 2022, she has expanded her role and is now a licensed financial planner within the firm.
First and foremost, Candice is passionate about financial literacy and strives to help young professionals and children of our existing clients with understanding financial concepts that they may or may not have been exposed to previously. As Candice states, “It’s important to understand how money can work for you or against you…the earlier you are exposed to these topics the better positioned you are to make smarter financial decisions.”
In addition to financial literacy, Candice offers full-service financial planning to those who are ready to set goals and begin making strategic moves to build their wealth. Her focus is young professionals & families who are navigating big life decisions such as saving for college, purchasing real estate, and learning how to invest.
Candice was born and raised in Ventura County. She earned her bachelor’s degree in Finance from California State Northridge in 2012 and obtained a secondary Certificate in Financial Planning Education from Benedictine University. When not assisting clients, Candice enjoys spending quality time with her husband and two young boys.