Candice joined Acosta Wealth Management in July 2020 as our Junior Planning Analyst. She handles all the various planning tasks needed to assist Abiel with servicing new and recurring clients. She is an Oxnard native and received her Bachelor of Science degree in Finance from California State University, Northridge.
She currently resides in the quaint Ventura County pass-thru town, Fillmore, CA. Candice and her husband are also dedicated parents of two young sons. When they have the opportunity, they enjoy trying new eateries, coffee shops, and spending quality time with friends and family.
Securities: Arizona, California, Colorado, Florida, Hawaii, Massachusetts, Nevada, New York, North Carolina, Oregon, Texas, Utah, Wyoming
**This internal award is given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.
Insurance: Arizona, California, Hawaii, North Carolina, Texas, Wyoming, Utah
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