Candace L. DeLuca,  CFP<sup>&reg;</sup> - Financial Advisor

Candace L. DeLuca, CFP®

M.S., AAMS®

Wealth Management Advisor

DeLuca Financial Services, LLC

3455 Mill Run Dr Ste 312
Hilliard, OH 43026
FINANCIAL ADVISOR'S WEBSITE
(614) 869-3002 CONNECT WITH Candace
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General

Candace DeLuca is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DeLuca Financial Services, LLC in Hilliard, OH and the surrounding communities.

Financial Advisor Experience

With over 27 years of experience in the financial services industry, I am dedicated to helping my clients pursue their financial dreams by understanding their needs and preferences, offering knowledgeable investment advice, and providing a level of personal service that exceeds expectations. I focus on holistic financial planning, retirement income planning, and wealth management for individuals, families and business owners.

In 2017, I launched an independent financial planning practice, DeLuca Financial Strategies, LLC. Having an independent practice allows me and my team to address the unique needs of my clients, always striving to put their best interests first in everything we do while providing outstanding service.

Previously, I spent 20 years as a Financial Advisor at Wells Fargo Advisors. My 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 finance from The Ohio State University. In addition, I have completed rigorous coursework and examinations to earn the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Asset Management Specialist™ designation.

Active in the local community, I have participated in several civic and community organizations, including Board Member and Chair of the Investment and Development Committees for The Women’s Fund of Central Ohio, President of the St. Brendan School Advisory Board, Chair of the Finance Committee Member for St Brendan Parish, and the Professional Advisors Group for the Catholic Foundation. I currently serve on the board of the Financial Planning Association of central Ohio (FPACO) and am the Pro-Bono Director matching CFP® professionals with volunteer opportunities in our community.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - M.S.

Insurance Licenses

  • Life insurance: OH
  • Health/disability insurance: OH
  • Fixed annuities: OH
  • Variable annuities: OH

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

This information is intended for use by residents of Ohio, California, Colorado, Florida, Georgia, Hawaii, Kentucky, Massachusetts, Michigan, New Hampshire, New Mexico, South Carolina, Tennessee, and Wisconsin only.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Getting Divorced, Employee Benefits, Job Loss, Life Planning, Retirement, Succession Planning, Women's Finances

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