BACKGROUND & PLANNING FOCUS
Get to know Alexia.
Alexia Candelaria works with clients as a personal CFO, combining detailed financial advice with an understanding of individual circumstances. Her approach emphasizes collaboration and practical solutions while recognizing that financial decisions affect emotional and social well-being. She also shares guidance on transitions involving employment changes and the loss of a loved one.
- Reported firm
- Brighton Jones
- CRD number
- Not listed in this profile
- Minimum investment
- Ask the professional
- Fees & compensation
- Confirm directly before engaging
BEFORE YOU MAKE A DECISION
Start with better questions.
- Which services and experience are most relevant to my situation?
- In what capacity would you work with me, and when would you act as a fiduciary?
- What would I pay, including commissions, product costs, and any referral fees?
- Who holds my assets, and how would we communicate and measure progress?
Check the current official record.
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Know where the information comes from.
Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
The biography lists Los Angeles, Newport Beach, and San Diego; Los Angeles is the first listed office.
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