Alexia Candelaria, CLU, CFP®

Education

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  Certified Financial Planner Board of Standard, Inc.

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  Certified Financial Planner (CFP)

  The Certified Financial Planner™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon… Show more The Certified Financial Planner™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients. Show less

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  University of Arizona, Eller College of Management; Central America Study Tour

  2009 -

  Business Ethics

  Studied the business ethics of Costa Rican companies and their success based on prioritizing employee satisfaction.

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  University of Arizona, Eller College of Management

  2008 - 2012

  Bachelor of Science in Business Administration Finance

  Activities and Societies: Gamma Phi Beta; Assistant House Manager in 2009, Bucky Hazen Internship, Global Cohort, Phi Alpha Delta Pre-Law Fraternity. Finance Major

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  University of Arizona, Eller College of Management; Global Cohort

  2008 - 2012

  Global Business

  Participated in an Eller College, intensive study program in Nanjing, China. During the 10-week stay, I learned about strategies and actions that led to the success or failure of foreign businesses in China.

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  The American College

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  Chartered Life Underwriter (CLU)

  The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU… Show more The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism. Show less