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
Insurance: Arizona, California, Hawaii, North Carolina, Texas, Wyoming, Utah
Site Map
When filling out a form on our website, you should know we may use your personal information to contact you with newsletters, marketing or promotional materials.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
