Testimonials

“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. He has been excellent at building a team of advisors for us, reaching out to other professionals in his network when the need arises. And we, as his clients, are always an active part of this team, staying informed and involved in all decisions.

 “Lastly, the Bible verse on his emails is from the heart – to serve.”

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.  It comes with its’ own set of financial questions that he’s able to help with and - since he understands our personal situation - his advice is tailored directly to our situation.  It is also nice to have him available to talk to our kids and employees without trying to “sell” them something.  

 “On the personal side, it is really nice to use him as a sounding board when making purchase or life decisions and has really helped with keeping our family plan heading in the right direction.  He has provided the roadmap for us to be able to have what we need for retirement.  

 “On the business side, Candido’s network of connections has provided us with our – accountant, business lawyer, estate planning lawyer, 401k provider, software developer, and marketing company.  It is nice to have him know these people and be able to refer them.  The amount of time it takes to vet some of these people is tremendous and his network is a true time and money saver.”

 Tony Marquette｜Entrepreneur

"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