Candice focuses on the development and maintenance of prudent investment strategies to help clients pursue their objectives. She has been offering a wide range of financial planning and portfolio management solutions to retirees, corporate executives and affluent families since joining UBS in 1995.
By developing well-thought-out wealth management solutions, Candice can help lead her clients toward greater opportunities. Her disciplined process helps her clients define a vision of their future, making it possible for them to articulate concerns and hopes for their families or businesses. Candice takes a hands-on, holistic approach to wealth management that addresses her clients' current financial situation, interim goals and long-term investment strategies.
Candice keeps her clients abreast of her market views and routinely shares investment insights with them. Clients can expect regular, face-to-face meetings to reexamine their overall strategy to make it current, timely and on target with their goals and objectives.
As a Certified Financial Planner™ certificant, Candice develops comprehensive financial strategies for clients to use as a blueprint for pursuing their targeted goals. In addition, she is a Chartered Retirement Planning Counselor™, which enables her to focus on the pre and post-retirement needs of her clients. Candice is also a licensed life insurance and long-term care insurance agent and holds Series 7 and 63 securities licenses.
Candice attended the University of Southern California in Los Angeles. She and her husband, Terrence, live in Point Loma with their golden retriever, Fergus. Candice enjoys supporting Canine Companions for Independence and the Alzheimer's Association.
Registered States:
AK, AZ, CA, CO, FL, GA, HI, ID, IL, KY, MD, MI, MN, MO, MT, NC, NE, NM, NV, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA