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Home > Financial Planner Directory > California > Rancho Santa Fe > Candise C. Holmlund, CFA, CFP®

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Candise C. Holmlund, CFA, CFP®

Weatherly Asset Management

PO Box 2108
Rancho Santa Fe, CA 92067
Phone: (858) 259-4507
Fax: (858) 259-0782

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Charitable & Planned Giving
Asset Allocation
Career Change
Estate Planning
Investment Management
Getting Divorced
Employee Benefits
Insurance
Job Loss
Retirement
Stocks & Bonds
Life Planning
Sudden Wealth
Men's Finances
Nontraditional Households
Special Needs
Women's Finances

How Planner Charges

Fee Only

Considerations: Weatherly charges based on assets under management, does not charge for additional services such as financial planning and advice on outside assets. An "assets under advisement" model is also available.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.