Candice Gilman

Compliance Officer, SoFi Invest

Candice is the CCO of SoFi Wealth, an online RIA that provides robo advice, financial planning, and digital advice services. She also supports regulatory compliance for SoFi Securities, a self-directed online broker dealer.
Prior to joining SoFi in 2022, Candice managed compliance for CoastalOne, an independent model BD/RIA firm. Over her 18 years of industry experience, she has also held roles as Supervisory Principal at Capital One Investing, and Registered Client Associate at Wells Fargo Advisers.

Candice holds Series 7, 24, 4, 53, 66, and 99 licenses. She earned a Bachelors of Science in Business Administration degree from Old Dominion University.