Candise Holmlund
Senior Partner, Weatherly Asset Management

Candise Holmlund Senior Partner, Weatherly Asset Management

Candise Holmlund

Senior Partner, Weatherly Asset Management

SD 500 Recap: Candise Holmlund has more than 30 years of experience in the field of wealth management. Holmlund in the past 18 months has started the Women’s Giving Collective Group to mentor the “next gen” group of women in the community. Holmlund, who began her career at Merrill Lynch in 1981, was a vice president of First Interstate Investment Services. A member of the Chartered Financial Analysts Society of San Diego and the North County Estate Planning Council, she also serves on the board of the International Bipolar Foundation and the executive board of the RSF Foundation Women’s Fund.

ALMA MATER

Pepperdine University

FUN FACT

She is a car enthusiast and an avid USC football fan – so much so her car is Trojan red.