Candace Shira Associates, LLC

Anthony Filberto is a financial advisor at Candace Shira Associates, LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Candace Shira Associates in 2012, he worked at Wall Street Financial Group from 2013 to 2016. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, managing approximately $409.6 million in assets for around 444 clients. The firm employs a traditional research-based investment approach with diversified portfolios tailored to client objectives and risk tolerances.

Nancy Kay is a financial advisor with Candace Shira Associates, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Cross Staff Investments since 2013 and previously at Wall Street Financial Group from 2004 to 2016. Candace Shira Associates provides financial planning and investment management to individuals, trusts, businesses, and estates, managing approximately $410 million in assets for about 444 clients. The firm’s investment approach includes diversified portfolios across equities, mutual funds, ETFs, bonds, and cash equivalents, with services ranging from discretionary portfolio management to access to third-party money managers.

Candace Shira is a CFP® with 27 years of industry experience, currently managing her practice at Candace Shira Associates, LLC in Pittsford, NY. Her prior experience includes roles at Wall Street Financial Group and Cross Staff Investments, Inc. She was also involved with Camp Otteride, LLC for four years. In addition to her advisory work, she holds an active insurance brokerage license. Candace Shira Associates, LLC serves individuals, trusts, businesses, and estates, managing approximately $409.6 million in assets for about 444 clients. The firm offers financial planning and investment management with a focus on diversified portfolios and access to third-party managers, combining discretionary and non-discretionary approaches tailored to client objectives and risk tolerances.