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Candice Frank

Senior Associate

Houston

Client Advisory

Biography

Candice is a Senior Associate in the Houston office. As a member of the firm’s Wealth Management practice, she is responsible for servicing the company’s corporate retirement plan clients as well as servicing individual clients’ Life, Disability Income and Long-Term Care insurance policies.

Prior to joining Cerity Partners, Candice was a Client Services Associate at Investec Wealth Strategies. Previously she worked at Johnson & Johnson, Xerox, and Wilshire Associates.

 

Education

  • BBA in finance from the University of Texas at Austin

Q & A

Q:

Who inspired you to pursue your career in financial management?

My dad started his company, Investec, when we moved to America and finance was always around the house and spoken about. I remember my dad studying in our dining room in the early 80’s for all his designations. He loved his career and loved going to work. As a 19 year old I thought that was appealing! I went on to major in Finance and here I am today, loving my career!

What does the world need now more than anything?

The world needs kindness, patience, a sense of humor, and sense of community on a large scale.

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