Berkman & Christian Wealth Management and Insurance Solutions
Candace H Berkman
Financial Advisor|CLTC®
Personal
Candace grew up in Fullerton, CA with her parents and is the eldest of four children. She was an avid skier, pianist, and was an equestrian where she regularly competed in hunter and jumper competitions throughout California. Her early passion for the outdoors, music, and general love for all animals has stayed with her throughout her life. She also has a passion for gardening and leads a healthy lifestyle in all aspects. She enjoys traveling, going to the symphony, USC football, and living (and enjoying) life to the fullest extent.
Candace attended the University of Southern California and obtained a bachelor’s degree in Psychology and Speech Communications in 1977. Go Trojans! She went on to work in the medical sales industry selling pharmaceuticals and medical equipment. She later transitioned to the home health care industry and developed a passion for helping elders and their families. To further assist individuals and make an impact on their lives, she joined Northwestern Mutual in 1998 as a Financial Advisor.
To give back to her community, she has served on the boards for the National Association of Insurance and Financial Advisors, The Vista Hill Foundation, Serving Seniors, the Jenna Druck Foundation, Scripps Health Foundation Advisory Board and the Scripps Cancer Center, Stevens Division.
She currently lives in Mission Valley with her son, Chase and their two cats; Brigitte and Sivan (a Ragdoll and Siamese Snowshoe).
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Board Memberships & Community Involvement
- Past member - San Diego State Entrepreneur Management Center Advisory Board
- National Association of Insurance and Financial Advisors
- Actively involved in the Women's Council on Mental Health since 1996
- Past Board member - Senior Community Center Board, chaired Heroes luncheon in 2003
- President - Women in Business 2018-2019
Awards & Recognition
- Women Who Mean Business Award in 2000
- TWIN award through the YMCA in 2001, recognizing successful business women who make significant contributions to their communities
- Qualifying member of the Million Dollar Round Table 2005-2007
- National Quality Award 2007-2009
- National Association of Insurance and Financial Advisors Quality Award 2011-2013
Education
- Bachelor of Arts in Psychology & Speech Communications from the University of Southern California
Years of Experience
Representing Northwestern Mutual since 1998.
Designations
- CLTC - Certification in Long-Term Care
With the CLTC designation, Candace Berkman has received one of the most extensive educations available for financial professionals in the field of long-term care insurance. Graduates of the CLTC designation program from the Corporation for Long-Term Care Certification, Inc. have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance. The program, acknowledged by state regulators as an appropriate continuing education means, is a valuable resource for financial professionals desiring to remain up-to-date on industry trends.
Candace has been a Northwestern Mutual Financial Representative since 1998. Outside of her commitment to Northwestern Mutual, Candace also loves to play tennis, ski, and spend time with family.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
