Candace A. Shira, CFP®


Over twenty years ago Candy left a career in healthcare and education to join a financial firm.  She has developed strong ideas about the way she wanted to conduct business; focusing on putting the client first and providing exemplary client service. 

Being an independent, fee-based financial planner positions Candy to work with each client in a way that best serves their individual needs.  Since becoming a CFP® certificant she has focused on comprehensive financial planning but has a strong background and special interest in insurance, investments and retirement planning.  In 2013 she established her own RIA (Cross Staff Investments, Inc) to further strenghten her firm's position of independence.

After years of sailing their sailboat, Rascal, on Lake Ontario she and her husband have chosen an Adirondack camp to keep them busy .  Outdoor activities from hiking to horsebackriding keep her active throughout the year.  



Phone 585-249-1550
Fax 585-249-1554