A financial advisor for almost 30 years, Candace strives to provide her clients with the highest caliber of wealth management and comprehensive financial planning services. She connects with her clients both professionally and personally in order to foster long-term relationships and help guide them through life’s transitions.
For the 13 years prior to launching Sallale Financial Strategies in 2012, Candace was a financial advisor at Edward Jones Investments, eventually becoming a limited partner of the Jones Financial Companies.
Candace began her financial services career in banking in 1978, attaining the position of vice president of retail lending. In the early 1990s, she transitioned to the investment side of banking and later joined Citizens Investment Services as vice president and senior financial consultant.
Candace earned a Bachelor of Science degree in Business Administration with a focus in economics from Bryant University. She holds Series 7, 63 and 24 licenses, as well as life and health insurance licenses. She also earned the Accredited Asset Management SpecialistSM designation from the College for Financial Planning.
Candace works closely with Wendy Laipple, Client Services Manager. View her Bio.
Sallale Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.
I love helping people with their financial well-being, but if I had to choose another occupation, it would be a physician. I guess I would then be helping people with their physical well-being.
Caring about others is definitely reflected in my service to the community. I have served as chair and board member of the Women’s Success Network, as a board member of the Young Women’s Financial Network and on several committees of the Central Congregational Church of Attleboro Falls. I am the founder, past chair and a current member of the Trusted Alliance of Professionals, and serve on the board of the Hockomock Area YMCA and The Littlest Change.
I was so proud when The United Regional Chamber of Commerce honored me with the Athena Women’s Leadership award in 2014 for professional excellence, community service and for actively assisting women in their attainment of professional excellence and leadership skills.
One lesson my mom taught me was to work hard, but spend as much time as possible with family and friends. I have strived to maintain this balance all my life – and still do so today.
One thing that might surprise others about me is that I’m a comedian and humorist. I donate my time as a performer and emcee to local nonprofit groups to assist in their fundraising efforts.
While I take financial matters very seriously, I like to find humor in everything else. In my time off, I love to travel and discover new cultures. One thing I’ve learned is that laughter truly is a universal language. One thing on my bucket list? Someday I’d like to learn to speak Italian. I was raised in Cumberland, Rhode Island. Today, I enjoy living in Norton, Massachusetts with my two sons.