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San Diego 500 – The Book of Influential Business Leaders (2019 Edition) – San Diego Business Journal

Del Mar, CA - December, 2018

Candise Holmlund was included in the third edition of the San Diego 500, an annual* book listing 500 influential business leaders published by the San Diego Business Journal. Candise’s profile includes her established career in the wealth management industry, her educational background, and well-rounded engagement with the San Diego Community. The book was published on November 26th, 2018. Read Candise’s full bio here.

The 2019 San Diego 500 is comprised of 10 main categories: 1) Civic, 2) Education, 3) Health and Science, 4) Leading Industries, 5) Lifestyle, 6) Money, 7) Professional Services, 8) Real Estate, 9) Technology, and 10) Icons.  Members of the SD500 are selected by SDBJ’s newsroom on editorial merit alone, thus representing the most influential and accomplished business leaders in the market. The SD 500 is based on these parameters:  People who have founded or are running significant business in terms of number of jobs, key products and services; experts who raise the level of the industry here and beyond; and business people who lead in the community.  The San Diego Business Journal’s process for inclusion in the list involved asking for feedback from numerous industry experts.  Evaluation criteria included merit, business savvy, and civic engagement.

Candise was one of 80 professionals included in the Money subcategory. Weatherly did not apply for consideration or inclusion in the list. Once selected for the list, Candise provided biography-related information for inclusion in the publication.

There was no fee to participate in the list, and Weatherly was not required to advertise in, or subscribe to, the San Diego Business Journal.  When or if reprints of the list become available, Weatherly will pay the Journal for electronic reprints.

No organizational memberships were required of the Firm or individuals.  Inclusion in this list is not representative of any one client’s experience and is not indicative of Weatherly’s future performance.  Weatherly is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising inclusion in this list.

* Candise has been listed in the 2016, 2018, and 2019 editions.  There is not a 2017 SD 500 edition.

About Weatherly Asset Management, L.P.

Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high net worth individuals, small businesses and institutional clients since inception of the Firm in 1994.

Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.

Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.

Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.

For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/

For information on our ADV filings and Compliance, please visit: http://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=106935

http://www.weatherlyassetmgt.com/adv/

If you would like to learn more, please contact:

Carolyn P. Taylor

858-259-4507

Carolyn@weatherlyassetmgt.com

Candise Holmlund
858-259-4507
Candise@weatherlyassetmgt.com