Candace L. DeLuca, Master of Science, Personal Financial Planning, CFP®, AAMS®


Our mission is to provide our clients with the clarity, confidence and structure they need to reach their most important life goals.


Our value is built on developing personal, long-term relationships with our clients and utilizing our extensive experience and education to plan our clients’ financial strategies around their lives. As we work to help our clients accomplish their ultimate individual and family goals, our focus never wavers from what is important – you, our client.



Columbus Business First Journal; July 19, 2013 - 20 People to Know in Finance in Columbus, Ohio