Concierge for Wealth and Lifestyle Preservation

Passion underwrites all we do!

Quotes

“She provides my philanthropic clients with risk analysis and insurance solutions. Her knowledge increased the sophistication of the options many times over.”

~Arlene C.

“Candace is not just an insurance agent, she is an extraordinarily risk advisor.”

~Diane R.

“She is not only an expert in all things insurance, she is one of those rare souls who will light up your day with her sincere generosity, care, and warmth.”

~ Kate K.

“She helped organize our art and jewelry collection coverage to be sure we had all pieces properly protected.”

~ Lucy B.

“Candace Jennings is my go-to expert for any client who wants to make certain their coverage meets their objectives.”

~ Kate K.

“We don’t make a move without her advice and consul.”

~Lucy B.

About Us

Candace Jennings Consulting is an independent insurance and risk mitigation expert with decades of experience. They build collaborative relationships with trusted advisors that specialize in the unique needs of successful individuals and families.

 

Education and Training

  • A graduate of the University of Oregon, Candace holds licenses in Property and Casualty, Life and Health, as well as Consulting.

  • She is a Life Underwriters Training Council Fellow (LUTCF), Certified Private Risk Insurance Advisor (CPRIA) and has completed the Certified Advisor of Personal Insurance Program (CAPI) offered by Wharton and Chubb in 2022.

  • Candace is also a founding member of the Private Risk Management Association (PRMA).

Personal

  • Candace is a long-time resident of Lake Oswego, Oregon, and is deeply involved in her community.

  • She has been a Rotarian for thirty years and is currently serving as the President of the Lake Oswego Rotary.

  • Candace is married to her husband Gil. They enjoy Hiking, Golf, and trips to the coast with their “three kids” - Annie, Charlie and Milo.

  • Her clients are her passion and loves what she does because of them.

Candace’s Kids

Annie, Charlie and Milo

Candace Jennings LUTCF, CPRIA, CAPI Personal Insurance and Risk Advisor

Candace Jennings

LUTCF, CPRIA, CAPI

Personal Insurance and Risk Advisor

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What we Offer

  • Each client has unique needs. In order to offer the best solutions for each client, we conduct a personalized needs analysis to ensure none of your assets are left unprotected.

  • We have collaborative relationships with trusted advisors who help inform specific needs that might not be obviously apparent.

  • Each clients, lifestyle preservation and risk mitigation needs are unique. We create individualized solutions to expertly address each one.

What to Expect

  • We actively seek to understand your needs, preferences, and pain points through data analysis, market research, and active listening.

  • Our processes are made with you - your needs, values, goals and best interest - in mind.

  • We offer customized solutions and tailor our approach to meet your specific needs.

  • Our clients are our family and we strive to build strong, long-term relationships with clients based on trust, loyalty, and mutual benefit.

  • Maintaining open and honest communication channels with our clients is crucial to our ability to understand their needs and address their concerns.

Client Testimonials

Testimonials

When I moved from Southern California to Oregon 4 years ago, I was introduced to Candace by an insurance wholesaler after I asked him, “who is the best in the business for me to call for my insurance needs now that I’m in Oregon?” I’m glad I took his advice. Candace is not just an insurance agent, she is an extraordinarily risk advisor. After a thorough review of our properties and assets, she provided us with an invaluable risk assessment - we now have our homes, cars, earthquake and umbrella insurance through her. Her knowledge and customer service are A+, and I especially like that when I have a question, or a decision to make, she gives me answers and good, clear advice.

~Diane Rankin

April 3, 2025

I have worked with Candace for over three decades. She provides my philanthropic clients with risk analysis and insurance solutions.  Her knowledge increased the sophistication of the options many times over.  She is knowledgeable, professional, thoughtful, and involved in the community.  I highly recommend Candace.

~ Arlene Cogen | Author, Philanthropic Consultant

March 29, 2025

Candace Jennings is my go-to expert for any client who wants to make certain their coverage meets their objectives. All too often clients find they do not have the coverage they want or need. She is a sought after expert with a national practice and she is right here in Portland, Oregon. There is no better person in the business than Candace Jennings!

~Jim Pittman

CLU, CFP President Insurance Consulting Services, Inc

June 29, 2020

Candace has assisted with our personal insurance for nearly 20 years. She has always provided personalized service and expertise that goes above and beyond. She helped organize our art and jewelry collection coverage to be sure we had all pieces properly protected and consulted with experts to advise on risk mitigation. Candace is a dedicated advisor that provides unparalleled service and protection. We don’t make a move without her advice and consul. Along with our financial advisors, she is a part of our team that make our life easier and safer.

~Lucy M. Buchanan

LMBconsulting

June 29, 2020

Candace is the consummate professional. She is not only an expert in all things insurance, she is one of those rare souls who will light up your day with her sincere generosity, care, and warmth. When my clients need an insurance solution, Candace is my go-to resource.

~Kate Kilberg | Partner

Catalyst Law, LLC | Integrated Legal Solutions for Good

March 11, 2019

Inquire

This is as impersonal as our communication will ever get. If you prefer our first contact be of the electronic variety, please fill out the form below. But you’re just as welcome – even encouraged – to call us at 503-481-8159.

5200 Meadows Road, Ste 150
PO BOX 446
Lake Oswego, OR 97034


Call Us 503-481-8159