Candice Carrizales. Courtesy photo.
OXNARD — Acosta Wealth Management in Oxnard is excited to announce Candice Carrizales has earned the CERTIFIED FINANCIAL PLANNER™ professional certification. Acosta Wealth now has two CFP® professionals on their team, including the firm’s president, Abiel Acosta, CFP®, CBEC®.
Being a CFP® professional is highly sought after by prospective clients because they must abide by the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. Additionally, CFP® professionals need to pass a comprehensive 6-hour exam that tests on financial planning processes and principles including education funding planning, tax planning, income and retirement planning, estate planning, and insurance.
Candice’s CFP® certification is also a step toward more inclusivity in the financial planning industry. As recently as June 2022, the CFP Board reports, only 23.4% of CFP® professionals are women and furthermore only 2.7% are Hispanic.
“As a Hispanic woman, I am excited to help individuals in our community expand their financial literacy, build a financial plan and ultimately grow their wealth.” said Carrizales.
Carrizales, an Oxnard native, joined Acosta Wealth Management in July 2020, after spending nearly eight years at GEICO. She received her Certificate in Financial Planning from Benedictine University and her Bachelor of Science degree in Finance from California State University-Northridge.
“We are excited to have Candice earn the CERTIFIED FINANCIAL PLANNER™ professional certification. Her energy, expertise and careful consideration of individual circumstances make clear how much she cares about every unique situation,” said Acosta Wealth Management’s Founder and President Abiel Acosta, CFP®, CBEC®.
Carrizales, her husband and two young children enjoy spending time exploring Ventura County and finding new places to get outdoors with their energetic toddlers.
Even those without formal training or education can call themselves a “financial planner,” so it is important to look for someone with the verifiable CFP® mark when making the decision of who to trust with your important assets.
Acosta Wealth Management is a full-service financial planning practice with the mission to create long-lasting relationships with their clients. Acosta Wealth takes a personal, transparent approach with clients and believes their responsibility is to help individuals make the most of their income and assets – as well as make the most of their lives.
Find out more about their services at www.acostawealth.com or by calling 805-973-5909.
Candice Carrizales is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Acosta Wealth Management is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-4821303-062722