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Our Team

CANDACE CUNIBERTI
cfp®

financial planner

Candace can help you manage your financial life with comprehensive and objective planning and wealth management guidance.  Candace Cuniberti earned her CFP® designation in 2013. The CFP® credential is a highly recognized standard of excellence for financial planning professionals.

Living a Fulfilling and Purposeful Life through Thoughtful Personal Financial Management

With careful planning, Candace helps her clients use their hard-earned assets to bring their aspirations to fruition and feel informed and confident about the future.

Whether you are retired, considering retirement, just starting out or simply desiring a strong clear financial direction for a new chapter in your life, Candace welcomes the opportunity to work with you.

About Candace

Discover a caring advisor helping you plan for every season of life.

It’s always nice to meet someone who is ready to care deeply for your life and aspirations. When you meet Candace Cuniberti, CFP®, you know you’ve met someone truly special – a warm, welcoming and genuine professional with a talent for enabling people to recognize unidentified solutions or benefits for their current circumstance, and a passion for helping people improve their financial lives in any season.

An independent retirement and estate planner, Candace has worked for trust departments, tax attorneys, and the Financial Times of London. She has a B.A. from Cornell University and an M.A. from the University of Rochester. She has owned a bed-and-breakfast inn, co-produced Equity showcases in New York City, and raised sheep. Candace exemplifies living a purposeful and fulfilling life: she is deeply involved in a number of charitable organizations and non-profits, and she has experience racing cars, raising horses, and devoting her time in service to others.  All of these meaningful life adventures and pursuits complements her financial career as an Investment Advisor Representative and Certified Financial Planner ™.

Candace Cuniberti
Financial Advisor
Wealth Services Alliance
Services provided by WSA Affiliates, LLC
10,000 N. Central Expressway
Suite 1326
Dallas, TX 75231