Discover a caring advisor helping you plan for every season of life.
It’s always nice to meet someone who is ready to care deeply for your life and aspirations. When you meet Candace Cuniberti, CFP®, you know you’ve met someone truly special – a warm, welcoming and genuine professional with a talent for enabling people to recognize unidentified solutions or benefits for their current circumstance, and a passion for helping people improve their financial lives in any season.
An independent retirement and estate planner, Candace has worked for trust departments, tax attorneys, and the Financial Times of London. She has a B.A. from Cornell University and an M.A. from the University of Rochester. She has owned a bed-and-breakfast inn, co-produced Equity showcases in New York City, raised sheep and owns a horse. All of this life experience complements her financial career as an Investment Advisor Representative and Certified Financial Planner ™.
Her recreational sport is road racing and she takes her track-prepared BMW to various New England race courses where she also instructs.
Candace welcomes the opportunity to bring her experience and insight to your financial life. Simply call or email her to inquire about the ways in which she may help you.