CoverProfile

Candace Shira

Owner, President

Candace Shira Associates LLC

United States, New York, Pittsford

About Me

Nearly twenty years ago Candy left a career in healthcare and education to join a financial firm. She has developed strong ideas about the way she wants to conduct business; focusing on putting the client first and providing exemplary client service. Being an independent, fee-based financial planner positions Candy to work with each client in a way that best serves their individual needs. Since becoming a CFP® certificant she has focused on comprehensive financial planning but has a strong background and special interest in insurance, investments and retirement planning. In 2013 she established her own RIA (Cross Staff Investments, Inc) to further strengthen her firm's position of independen
View more

Profile Information

Owner, President

Candace Shira Associates LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Pittsford

New York

United States

May 15, 2024

More profiles to browse

ME
Marv Engle
Chief Financial Officer
JF
Joe Filberto
Chief Investment Officer

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST