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Hey, fellow baseball parent! My name is Candido, and I’m a husband, father, coach, and family-oriented wealth manager – think of me as a Family CFO. And I love baseball, too!
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Back in the early ‘80s, I was a young pitcher and shortstop in Colorado. Colorado didn’t yet have a pro team, so each little boy was a free agent of sorts when it came to who he rooted for. My team was the St. Louis Cardinals because of one Ozzie Smith. I think it’s fair to say I was mesmerized by his talent, athleticism, and magnetism. I’d never seen anything like him. Years ago, my wife got me a photo and bat, both signed by the Wizard of Oz!
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A bit about my business. It’s weird…but “good weird.”
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Many folks in my industry run what you might call a high-volume model with lots of clients. To wit, in March of 2021, Barron’s published an article listing their version of the top 1200 financial advisors in the nation.1 Those advisors had an average of about 750 households.
Alternatively, I have a high-service model with about 28 families. I pride myself in doing things for my families that other advisors just don’t do. I have the time, depth and breadth of knowledge, and 20 years of connections to add tremendous value.
As a trusted advisor to your family, I would guide not only you and your spouse, but your whole family including children, grandchildren, and even aging parents.
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So, if you are tired of not getting your calls/emails returned or you’ve simply outgrown your broker/advisor, give me a ring and let’s arrange a sit down to learn more. There’s a better way.
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God bless,
Candido
Family CFO
763-428-1000 work
[1] “These are America’s Top 1200 Financial Advisors,” Barron’s, 3/12/2021
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Candido, Inc., nor Osaic Wealth provide tax or legal advice. Securities licensed in the following states: Alabama, Arizona, California, Colorado, Georgia, Florida, Idaho, Illinois, Indiana, Iowa, Minnesota, North Carolina, South Dakota, Texas, Wisconsin.
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