Our Services

How can we help you?

Candent Captial takes pride in helping you identify your financial goals and then navigating the financial pathways to point you in the direction for success. 

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WEALTH MANAGEMENT

Wealth management is for people who want ongoing guidance over their personal finances. We collaborate with you to create a financial plan for your future.

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FINANCIAL PLANNING

Collaborate with us for comprehensive financial planning and manage your investment portfolio yourself.

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FIXED-TERM CONSULTING

REWRITE: We help you get started, by providing help along the way, or an independent, objective second opinion about a specific financial issue.

Our values

CARE & INTEGRITY

Candent Capital aims to provide clarity to your financial life while helping you get to the next stage.

We use a happiness first approach. Candent aims to take a holistic view of your current circumstances and integrates financial planning with investing to attain your goals.

We aim to learn about your past that shaped where you are today, how you feel about your now, and the experiences that you want in your future.

Always Listening

Proactive Planning

Driven By Your WHY

Forward Thinking

Why do you need us?

You know your finances are one of your most powerful resources for your happiness

We founded Candent to improve the financial lives of our clients. The idea is for the improvements to spread to other areas of their lives.

The challenge for most people is the lack of time, inspiration, or energy to devote to their finances.

Be proactive. Plan and Invest. Make your money work for you instead of working for your money.

Bill Kan, Founder

30

Years Navigating Market Cycles

2013

Year Established

3

Advanced Degrees & Certifications

13,828

Highest elevation reached while hiking

“THE MOST IMPORTANT INVESTMENT YOU CAN MAKE IS IN YOURSELF.”

WARREN BUFFETT

Blog

Insights & News

What to Ask a Personal Injury Lawyer

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Expert Legal Tips for Real Estate

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Regain Control of Your Finances

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Contact

Get In Touch

Our mission to bring happiness by helping clients build financial resources that enable them to pursue what is most important to them.

 

Fill out this form for any inquiries or questions about Candent Capital services.