Meet Candice Carrizales, CFP®, CDFA®
First and foremost, Candice is a Certified Financial Planner™ professional dedicated to helping clients find clarity and confidence in their financial lives. She joined our team in 2020 and quickly became a trusted resource for individuals and families seeking thoughtful, strategic guidance.
Candice is passionate about financial literacy and believes everyone deserves to feel empowered when it comes to their money. As she often says, “Money can work for you or against you—the earlier you understand it, the better off you’ll be.”
In addition to helping young professionals and families build strong financial foundations, Candice specializes in working with women navigating major life transitions, such as divorce, widowhood, and retirement.
As a Certified Divorce Financial Analyst® (CDFA®), Candice helps clients understand how today’s divorce decisions can impact their long-term financial future. From dividing assets and evaluating settlement options to projecting the impact of spousal support, she provides clarity during an emotionally complex time. Her goal is to help clients make informed, confident choices, so they can move forward with peace of mind and a clear financial plan.
Candice earned her bachelor’s degree in Finance from California State University, Northridge, and completed a Certificate in Financial Planning Education from Benedictine University.
Born and raised in Ventura County, she calls Southern California home, where she enjoys time with her husband and two young boys, usually outdoors soaking up the sunshine.