The Expert Network celebrates its newest member, Candise Holmlund
Del Mar, CA, November 4, 2015 (Newswire.com) - Candise Holmlund, Senior Consultant, Partner, Weatherly Asset Management, has joined The Expert Network, an invitation only service for distinguished professionals. Holmlund has been chosen as a Distinguished Wealth Manager™ based on peer reviews and ratings, numerous recognitions, and accomplishments achieved throughout her career.
Holmlund outshines others in her field due to her recognitions, outstanding customer service, and career longevity. She is a Certified Financial Planner (CFP)® and is a Chartered Financial Analyst (CFA) charter holder, a member of the CFA Institute, the Chartered Financial Analysts Society of San Diego, the Estate Planning Council of San Diego, North County Estate Planning Council and the Financial Planning Association (FPA). She holds a Series 63 License and has also passed Series 3 and Series 7 exams, as well as life and variable insurance exams. She is also a designated Trust and Estate Practitioner (TEP), a designation granted by the international organization Society of Trust and Estate Practitioners (STEP).
"What I love most about my job is helping clients to understand their complete picture, earning their trust in solving problems with them, and assisting them in making the best possible decision. This is very rewarding."
Candise Holmlund, Senior Consultant, Partner, Weatherly Asset Management
With over 30 years of experience, Holmlund brings a wealth of knowledge to her industry. When asked why she decided to go into wealth management, Holmlund said:
"I was fascinated by the cross-section of intelligent investing, risk and tax efficiency, and behavioral psychology. In addition, there was a large need being unmet by traditional money managers - to consider the client holistically, provide appropriate risk and tax adjusted advice, communicate it in a way that is understood, and coordinate with the client’s other professionals."
In 1981, she was hired by the prestigious wealth management firm Merrill Lynch, where her career began to take shape. At Merrill Lynch she first specialized in restricted stock sales and option execution for key officers of Silicon Valley Companies. Her success in that department saw her move on to global money market securities, government securities, futures, and derivative products coverage to large money managers on the West Coast.
As a leader in her field, Holmlund has received numerous awards and recognitions, including being named one of "America's Most Honored Professionals-Top 1%" , "Best Personal Wealth Manager" by San Diego Magazine for the past four years, and by Five-Star Professional for seven years prior to that. In recent years, Candise has spent most of her time on estate planning and trust administration along with more complex tax and generational family issues. She also enjoys public speaking and serves as an expert on wealth planning panels along with other topics. She noted:
"What I love most about my job is helping clients to understand their complete picture, earning their trust in solving problems with them, and assisting them in making the best possible decision. This is very rewarding."
In 1999, Holmlund joined Weatherly in Del Mar, California. There, she specializes in financial and estate planning issues along with various analytical functions, including overseeing Weatherly’s covered call strategy, providing client stock option analysis, retirement planning, performance attribution, asset allocation, and general investment analysis.
For more information, visit Holmlund's profile on the Expert Network here: http://expertnetwork.co/members/candise-holmlund,-cfa,-cfp%C2%AE,-tep/25cb012416c5df37
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The Expert Network has written this news release with approval and/or contributions from Candise Holmlund. The Expert Network is an invitation-only reputation management service that is dedicated to helping professionals stand out, network, and gain a competitive edge. The Expert Network selects a limited number of professionals based on their individual recognitions and history of personal excellence.
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