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Simplify
Your Wealth

Life is complicated. A Family CFO can help.

Welcome 
Welcome To Candido, Inc.

Hello. My name is Candido and I’m a husband, father, coach, and Family CFO.

Many years ago, this Texas boy met a Minnesota girl and the rest is history.  God has blessed us with three children: Anamaria, Dido, and Tomás. The joy they have brought us is immeasurable.

On the work front, I make it so people don’t have to worry about money; or at least not sweat the details.

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My Mission Your Family's CFO


My mission in life is simple: to use my God-given talents to serve at my highest and best by guiding and coaching my families so that they can achieve their financial goals and have a sense of peace surrounding money.


Meet The Team

Client Testimonials
What My Clients Are Saying

"Our family has a long history with Candido"

"He is open and supportive of our immediate- and long-term wants, needs, and concerns. He is always respectful and non-judgmental of our wishes and decisions and tailors his service and expertise to meet our goals."

Kayla Simonson | Retired Teacher


“Candido has a 360-degree view into family wealth building."  

"The thing we like most about working with Candido is the fact that he’s willing and able to shift between business goals, family goals, and retirement planning.  Running a small business can be a challenge. "

Tony Marquette | Entrepreneur

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"Candido is both personable and attentive. If you are going to hire someone (or a company) that calls themselves a Family CFO then the relationship and feeling better feel like you’re talking to family. It does with Candido. The phrase that comes to mind for me is 'caring accountability'."

Mike | GM



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Services
My Solutions

My service model is a true wealth management model.  Full service. Customized.  Holistic. 

Advice provided on not only portfolio management and in-depth planning, but so much more.  Things like tax planning, wealth transfer advice, trust services, business succession planning, long-term care planning, and insurance advice for life, disability, and property and casualty (home, auto, umbrella, etc.).  All customized to your family.


Portfolio Management

Best-in-class institutional money managers.  Focus on tax management, fees, and diversification

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Tax Planning

The goal is simple: to minimize your lifetime tax bill.

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Advanced Planning

All the complicated stuff that doesn’t have a simple answer.

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