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Candice J

Series 66

Mill Valley, CA

Commonwealth Financial Network

Candice Jones is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth Financial Network and Terra Blue Wealth Management since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Vanessa J

CFP®, Series 66

Mill Valley, CA

Commonwealth Financial Network

Vanessa Jilot is a CFP® professional with 17 years of industry experience, currently affiliated with Commonwealth Financial Network and serving as Managing Member of Terra Blue Wealth Management. Her prior experience includes nine years at Ameriprise Financial Services. Outside of her advisory work, she is a co-owner of Lagunitas General Store, a general store in Lagunitas, California. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, compliance, and practice-management support while offering diverse investment solutions including discretionary model portfolios and personalized indexing options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Susan L

Series 66

Mill Valley, CA

Commonwealth Financial Network

Susan Leonard is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has previously worked at Terra Blue Wealth Management, Glencrest Group, Analysis Group, and Lando & Anastasi. Leonard’s background also includes four years at Bates College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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