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Candace D

CFP®, Series 63, Series 65

Hilliard, OH

&PARTNERS

Candace Deluca is a CFP® with 29 years of experience in the financial services industry. She is currently with \u0026PARTNERS, where she has worked since 2025. Her prior experience includes roles at Stratos Wealth Partners, LPL Financial, and Wells Fargo Advisors. Deluca serves as president-elect and pro-bono director on the board of the Financial Planning Association of Central Ohio, coordinating volunteer efforts for the organization. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a variety of proprietary and third-party strategies, with an emphasis on ongoing monitoring and account reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Charles D

Series 63, Series 65

Hilliard, OH

&PARTNERS

Charles De Luca is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at LPL Financial and multiple positions at Miami University. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and consulting services, employing a mix of analysis techniques and both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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