Candace Cuniberti
Candace Cuniberti is a CFP-designated registered investment advisor at Wsa Affiliates, LLC, based in Salisbury, CT, with 20 years of industry experience. Candace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 55 clients.
Compensation
Firm Size
IM Fee
Location
Salisbury, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Candace is a sole proprietor of a farm since 1976, but the activity is seasonal and requires minimal time. She also serves as a trustee for multiple family trusts and a Christian Science care facility, and works as an insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Wsa Affiliates, LLC
Previous Registrations
Woodbury Financial Services, INC.
Tower Square Securities, INC.
State Registrations3 states
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