About My Practice
With over 17 years of experience in the financial services industry, Candace DeLuca is dedicated to helping her clients achieve their financial dreams by understanding their needs and preferences, offering knowledgeable investment advice, and providing a level of personal service that exceeds expectations. Candace specializes in critical financial event planning, retirement income planning, and investment management for individuals, families and business owners.
Candace DeLuca began her career at Merrill Lynch prior to joining Wachovia Securities, predecessor of Wells Fargo Advisors, in 1997. Her formal education includes earning a Master of Science degree in Personal Financial Planning from the College for Financial Planning and a Bachelor of Science degree in business administration (finance) from The Ohio State University. In addition, Candace has completed rigorous coursework and examinations to earn the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist™ designations.
Active in the local community, Candace participates in several civic and community organizations, including the Board and Chair of the Investment Committee for The Women’s Fund of Central Ohio, the St. Brendan School Advisory Board, the Resource Development Committee for the Salvation Army and the Professional Advisors Group for The Catholic Foundation. She is a member of the Financial Planning Association (FPA).
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: OH, Health/disability insurance: OH, Fixed annuities: OH, Variable annuities: OH
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - M.S., AAMS®
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.