Candace Clipper
Financial Planning Associate at The Kelly Group - Financial Planning And Wealth Management
Based in Kingsville, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Kingsville
Industry
Financial Services
Company size
20
Contact information
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c•••••••@kellyria.com
Phone
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Background
About Candace Clipper
Highly skilled and detail- oriented Paraplanner with a strong background in financial planning, insurance, and client relationships. Proficient in collecting data, creating customized financial plans, and providing accurate and comprehensive reports. Strong proficiency in utilizing various financial software and tools including CRM systems and financial modeling software. Proactive and collaborative team player, excelling in fast-paced and deadline driven environments. Committed to delivering exceptional service and support to clients in order to help them achieve their financial goals. Securities offered through Founders Financial Securities LLC Member FINRA, SIPC and Registered Investment Advisor
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