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Bianca Mary Elena Candela

Advisor at Plante Moran financial advisors — Detroit, MI

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Detroit, MI 48226

Plante Moran financial advisors logo

Plante Moran financial advisors

Multi-team

Total advisors

131

Across 18 offices

Clients per advisor

30 Very Low

Avg AUM per client

$6,699,075 Very High

HNW client ratio

86% Very High

About

Bianca Candela is a financial advisor with Plante Moran Financial Advisors in Detroit, MI. She holds a Series 65 credential and has experience working at Morgan Stanley and in various educational roles, including at the University of Detroit Mercy and Eisenhower High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes high-net-worth individuals, institutions, and government entities. The firm integrates fundamental, technical, and cyclical analysis with proprietary models and employs both discretionary and non-discretionary portfolio management approaches.

Client services

Based on Plante Moran financial advisors

Financial planning Portfolio management

Expertise

Based on Plante Moran financial advisors

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Plante Moran financial advisors

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees available for seminars and workshops; fixed-fee arrangements available in certain cases.

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $25,000,000: 0.40% $25,000,000+: 0.30%

Project-based

Standard hourly rates range from $110 to $450 for nonrecurring services and financial planning consulting.

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 applies to clients subject to the fee schedule. Fee-only: Fees for nonrecurring services based on fixed amount or hourly rates from $110 to $450 per hour plus direct costs; fees for seminars and workshops based on flat fees per participant.

Location

See office

Detroit, MI

1098 Woodward Ave

Detroit MI 48226

Advisors at this office

8

Most active in

Michigan

Work history

< 1 year of industry experience

Plante Moran Financial Advisors

2025 - Present • 1 year

Detroit, MI

Plante Moran Financial Advisors

2024 - 2024 • 1 year

Detroit, MI

Morgan Stanley

2024 - 2024 • 1 year

Birmingham, MI

Morgan Stanley

2023 - 2023 • 1 year

Birmingham, MI

The University of Detroit Mercy

2022 - 2023 • 1 year

Detroit, MI

Westlake Pipe & Fittings

2022 - 2022 • 1 year

Shelby Twp., MI

University of Detroit Mercy

2021 - 2025 • 4 years

Detroit, MI

NAPCO Pipe & Fittings

2021 - 2021 • 1 year

Shelby Twp., MI

Eisenhower High School

2018 - 2021 • 3 years

Shelby Twp., MI

Malow Junior High School

2015 - 2018 • 3 years

Shelby Twp., MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

ESG / Sustainable investing Private / alternative investments Equity compensation tax strategy Business succession planning Retirement income strategy Founder/Business Owner Executive Values-based investing
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John C

Series 63, Series 65

Grosse Pointe Farms, MI

Conway Asset Management, Inc.

John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Frank C

Series 65

Detroit, MI

Jamerson-Crosby Investment Advisors LLC

Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.

Active portfolio management Options & derivatives strategies
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David U

Series 66

Berkley, MI

Underhill Investments, LLC

David Underhill is the sole advisor at Underhill Investments, LLC, an independent firm based in Berkley, MI. He holds a Series 66 designation and has 14 years of experience in investment advisory services. In addition to his financial advisory work, Mr. Underhill is a licensed attorney providing estate planning services and a licensed insurance agent offering fixed annuities, life, and long-term care insurance. Underhill Investments provides discretionary portfolio management and co-advisory services primarily to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, incorporating long- and short-term positions and option strategies tailored to each client’s Investment Policy Statement.

ESG / Sustainable investing
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David R

CFP®, Series 66

Grosse Pointe Shores, MI

Tetra Wealth Management

David Rakecky is a CFP® and holds a Series 66 license with three years of industry experience. He is the sole advisor at Tetra Wealth Management in Grosse Pointe Shores, MI. His prior experience includes roles at Raymond James & Associates and Rocket Mortgage. Tetra Wealth Management provides discretionary investment supervisory services and financial planning to individuals and families, including trusts and retirement accounts. The firm’s portfolios emphasize long-term, diversified core exposures using ETFs and mutual funds, guided by written Investment Policy Statements and regular rebalancing.

Retirement income strategy Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting Debt management
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Jason M

CFP®, Series 63, Series 65

Southgate, MI

Worldwide Capital Advisors, LLC

Jason Mcelroy is a CFP® with 16 years of industry experience and is the principal advisor at Worldwide Capital Advisors, LLC. He has been with Worldwide Capital Advisors since 2012 and also operates Downriver Income Tax, a tax preparation and accounting business he founded. Worldwide Capital Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm develops customized investment programs based on client goals and risk tolerances and offers comprehensive to topic-specific financial planning.

General tax planning College savings (529s, UTMA, etc.) Wealth management
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