Broker Check
Candice  Chavez

Candice Chavez

Client Relationship Manager

I am your main point of contact for onboarding new clients and managing existing relationships at our company. I have a passion for meeting new people and facilitating financial plans to secure their future. A large part of my work involves assisting people during the challenging time of a loved one's passing and guiding their beneficiaries through estate distribution. It is not just a job for me, but a fulfilling way to support others during their time of need.

My home is Sacramento, where I live with my two daughters, Taylor and Katelyn. They inspire me daily and push me to be a better person. We share our home with our four dachshunds, adding joy and laughter to our lives. When I am not working, I am often found at Sacramento Kings NBA games, traveling, or spending time with my four nephews and one niece. These activities help me unwind and reconnect, providing a balance to my work life.

I also dedicate my time to volunteering in the community, particularly in addiction and recovery services. This is my way of giving back and making a difference. For me, life is about balance - between meaningful work and precious time spent with family and loved ones.