Candace Shira Associates

At Candace Shira Associates, we understand that every individual's financial journey is unique and that's why we take a consultative approach to providing financial advice. Before financial planning became an accepted discipline, we recognized the importance of having an independent view of personal finance. Our "bottoms up" approach to learning about you, your individual concerns and goals is what sets us apart from other financial firms.

Our Firm

Our firm is comprised of people who have worked with each other for years and known each other even longer. We understand and agree on the underlying philosophy of service versus sales for our clients. We don't believe in pushing products or services on our clients, but rather take the time to understand their unique financial situations and goals. Our team of experienced professionals is dedicated to providing exceptional client service and tailored financial solutions.

Our Associates

We're proud to have a team of highly experienced and dedicated professionals who share our commitment to putting the client first. Our team includes:

• Candace A. Shira, CFP, Owner: With nearly twenty years of experience in the financial industry, Candy has developed a strong reputation for providing exceptional client service and comprehensive financial planning.
• Marv Engle, Accounting: Marv brings over twenty years of experience in accounting and has a strong background in engineering. He joined our team in 2013 and has been instrumental in providing financial guidance and support.
• Joe Filberto, Chief Investment Officer: Joe has over ten years of experience in the financial industry and has worked with several well-respected firms. He brings a deep understanding of investment markets and a focus on delivering exceptional client service.

Our Services

At Candace Shira Associates, we believe that every individual deserves personalized financial planning and guidance. Our comprehensive financial services include:

• Investment Advisory Services: We offer customized investment portfolios designed to help you achieve your financial goals.
• Retirement Planning: Whether you're saving for retirement or already retired, we'll help you create a customized plan to ensure your financial security.
• Estate Planning: We'll help you develop a comprehensive estate plan that addresses your unique financial objectives and goals.
• Wealth Management: Our expertise in asset management and wealth transfer strategies will help you protect and grow your wealth over time.

Contact Us

If you're looking for a financial advisor who truly understands your unique financial goals and objectives, please don't hesitate to contact us. We'd be delighted to schedule a complimentary consultation and discuss how we can help you achieve your financial aspirations.