About My Practice
Candace DeLuca is a CERTIFIED FINANCIAL PLANNERTM professional. She actively manages the financial affairs of individuals, families, and small business owners. Her mission is to help her clients and their families reach their goals and realize their dreams by providing comprehensive financial planning, creative solutions, and sound investment strategies that help provide financial confidence and preserve wealth for future generations.
Candace DeLuca has been in the financial services industry for fifteen years. She began her career at Merrill Lynch, prior to moving her practice to Wells Fargo Advisors in 1997. She obtained her Certified Financial PlannerTM designation in 2004 and her Accredited Asset Management Specialist (AAMS) designation in 2005. Candace is a graduate of The Ohio State University with a Bachelor of Science degree in Business Administration. She is currently working toward obtaining her Master of Science degree in Personal Financial Planning. She is a member of the Financial Planning Association and the Worthington Estate Planning Council. Candace volunteers her time on the board and investment committee of the Women's Fund of Central Ohio, the bequests and endowment committee for The Salvation Army, and various activities at her sons' schools.
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 - AAMS®
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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