Candise Holmlund, CFA, CFP®, TEP, AEP®
Senior Consultant, PartnerCandise@WeatherlyAssetMgt.com
Candise Holmlund is a Chartered Financial Analyst B1 charterholder, CERTIFIED FINANCIAL PLANNER™ professional A, a Trust and Estate Practitioner C and an Accredited Estate Planner CC, bringing over 37 years of experience in the financial markets to WAM. Candise, a Partner at Weatherly, is responsible for the management of client relationships and for the last 15 years has specialized in financial, tax, and estate planning issues for clients as her primary role at Weatherly. Additional roles include various analytical functions, oversight of the firm’s covered call strategy, client stock option analysis, retirement planning, asset allocation, and investment analysis.
Prior to joining Weatherly, Candise was Vice President, Manager of Trading and Investments at First Interstate Investment Services in Los Angeles, California where she managed a portfolio of $5 billion in Investments for large public pension funds including Cal PERS, Oregon PERS, and Nevada PERS. Candise served as a senior member of the investment committee and provided credit, market, and economic analysis. Before joining First Interstate, Candise traded fixed income securities for Merrill Lynch in their Institutional Sales and Trading Division. Candise was responsible for global money market securities, government securities, futures, and derivative products coverage to large money managers on the West Coast. In a previous role at Merrill Lynch, Candise specialized in restricted stock sales and option execution for key officers of Silicon Valley Companies.
Candise serves as a frequent panelist on Wealth Planning Forums sponsored by entities such as Fidelity Investments and is utilized as a resource for local community foundations to educate others on philanthropy; specifically, charitable entities and administration. She also speaks on issues relating to Women and Wealth and Family Conversations and is noted as a Subject Matter Expert (SME) A1 for the Certified Financial Planner Board of Standards (CFP Board). Presentations include Estate and Legacy Planning, Tax and Estate Law Changes, Covered Call Writing and Income Opportunities and the Financial Review of Charities and Foundations.
Candise resides in Rancho Santa Fe, CA and is active in community, civic, and charitable organizations such as the Children’s Hospital Auxiliary vv. Additionally, she serves on the Executive Boards for several organizations including the RSF Foundation Women’s Fund+++, the International Bipolar Foundation ++++, the Scripps Health Gift Planning Advisory Board (GPAB) ^^ and The Rady Children’s Hospital Foundation Estates and Trusts Council !!. Candise is a member of the Connected Women of Influence pp, Corporate Directors’ Forum **, and serves on the Fidelity Wealth Advisor Solutions Advisory Board xx.
Pepperdine University, B.S.M., California
License(s): Series 63 D
Exams: Series 3 (inactive) and Series 7 (inactive), life (inactive) and variable(inactive) insurance
CERTIFIED FINANCIAL PLANNER™ professional A
Chartered Financial Analyst (CFA)B1 charterholder
Trust and Estate Practitioner (TEP)C
Accredited Estate Planner (AEP)CC
CFA Institute B3
Chartered Financial Analysts Society of San Diego B3
Estate Planning Council of San Diego, North County Estate Planning Council ww
Financial Planning Association (FPA) +
STEP C (Society of Trust and Estate Practitioners)
Distinguished Financial Advisor Member of the Expert Network xxx
Corporate Directors’ Forum **
Fidelity Wealth Advisor Solutions Advisory Board xx
Connected Women of Influence pp
Chair – Scripps Health Gift Planning Advisory Board (GPAB) ^^
Awards & Accomplishments:
Five- Star Best Personal Wealth Manager Award
“Woman of the Year” for the San Diego Magazine Finalist/Nominee
San Diego Business Journal Women of the Year (F/K/A Women Who Mean Business) Finalist/Nominee-
SD500 list of 500 Influential Business Leaders
For more information about educational requirements, professional certifications, and professional designations, click here.