Faith-based and family-centric advisory services offer a refreshing alternative in a world that often compartmentalizes faith and business. This concept goes beyond conventional financial consulting. It delves into the intersection of faith, family, and finance, recognizing that one’s religious beliefs play a crucial role in shaping their perspectives, decisions, and aspirations.
“There aren’t too many people who are willing to hold themselves out as faith-based advisors and courageous enough to ask about religion in business settings.” ~ Candido Palomarez
In this episode, Steve talks with Candido Palomarez. Candido is a husband, father, coach, and Family CFO at Candido, Inc. He has been an advisor for 16 years and has helped families protect their nest eggs. Candido currently serves around 50 clients, focusing on serving families with strong family and faith-based values.
A product of Catholic education, Candido talks about his unique approach to client relationships and how he provides financial advice from a faith-based and family-centric perspective. He also shares his discovery process for knowing the families he serves and the valuable insights he has learned from his faith-based peer group.
Links
- Candido Palomarez on LinkedIn
- Woodbury Financial Services
- Candido, Inc.
- CMBC
- John Bowen
- Brené Brown
- Peter Montoya
- Nick Murray
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