Women's Collaborative Workshops

Please join us for the continuation of our three-part virtual workshop series, designed to educate and engage our community of women through conversations centered on finance, family and philanthropy. Our next workshop will take place on Wednesday, Oct. 7, at 10 a.m.

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Wednesday, Oct. 7 | 10 A.M.

Women in Professional Transition
Our experts will discuss changing careers, starting a business, going back to work, seeking a promotion and life after retirement.

About our October presenters

Kathleen CainKathleen Cain recently retired from her leadership role as Chief Financial Officer of Rady Children’s Hospital. She is a trustee for San Diego Zoo Global and serves as a consultant and professional community organizer. Kathleen is a financial executive with experience working within hospital and health systems, physician foundations, Home Health & Hospice, rehabilitation and long term care facilities and health plans.

Candise HolmlundCandise C. Holmlund, CFA, CFP®, TEP, AEP® has over 35 years of experience in financial markets, with an extensive career in both investing and advising. President and Founder of Alaethes Wealth LLC, Candise started the firm in order to provide a boutique experience to clients through a very personal, comprehensive, and collaborative relationship. Prior to founding Alaethes Wealth, Candise was a senior partner for over 20 years at Weatherly Asset Management, LP in Del Mar, CA, where she managed many of the firms largest and most complex client relationships. At Weatherly she was also responsible for oversight of the firm's option strategy.

As demonstrated by her designations, Candise specializes in comprehensive wealth management, including financial, tax, and estate planning. Before joining Weatherly, Candise was Vice President, Manager of Trading and Investments at First Interstate Investment Services in Los Angeles, where she managed a $5 billion fixed income portfolio for large public pension funds, including Cal PERS and Cal STERS. She also served as a senior member of the First Interstate investment committee. Prior to joining First Interstate, Candise traded fixed income securities for Merrill Lynch Capital Markets in the Institutional Sales and Trading Division, responsible for government securities, futures, and derivative products coverage to institutional investors. In a previous role at Merrill Lynch, Candise specialized in restricted stock sales and option execution for key officers of Silicon Valley companies.

Candise is a Certified Financial Planner (CFP)®, a Chartered Financial Analyst (CFA) charter holder, an Accredited Estate Planner (AEP) ®, and has earned the Trust and Estate Practitioner (TEP) designation. She is a member of the CFA Institute, the CFA Society of San Diego, the Estate Planning Council of San Diego, the North County Estate Planning Council, the Financial Planning Association, The National Association of Estate Planners and Councils, and the Society of Trust and Estate Practitioners. Candise has passed the Series 3, Series 7 and Series 63 exams as well as life and variable insurance exams. Candise serves as a frequent speaker or panelist on a variety of wealth planning forums and is utilized as a resource by local community foundations to educate others on philanthropy. She is recognized as a Subject Matter Expert for the Certified Financial Planner (CFP) ® Board of Standards.

Candise has received the Five-Star Best Personal Wealth Manager Award from Five-Star Wealth Manager as seen in San Diego Magazine for 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, and 2019. She was nominated as "Woman of the Year" in 2014, 2015, 2016, and 2017 by San Diego Magazine and was a finalist in the Women Who Mean Business Awards in 2015 and 2016. She is a Distinguished Financial Advisor member of the Expert Network, and most recently was named to the 2016 and 2017, and 2018 SD500, a list of 500 Influential Business Leaders as identified by the San Diego Business Journal.

Candise currently resides in Rancho Santa Fe, CA and Glenbrook, NV. She is active in community, civic, and charitable organizations. She is currently Chair of the RSF Foundation Women's Fund and the Chair of the Scripps Health Gift Planning Advisory Board (GPAB). She is a member of Rady's Children's Hospital Foundation Estates and Trusts Council, the Women Advisor's Forum, Corporate Directors' Forum, Scripps Hospital Foundation Board, A Step Beyond, and has served on the Fidelity Wealth Advisor
Solutions Advisory Board. She is married and has two sons.

Laura NicholsLaura Nichols is a Shareholder in Buchalter’s San Diego office, and a member of the Tax, Benefits and Estate Planning practice group. Mrs. Nichols is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization and is also certified as an Accredited Estate Planner® by the National Association of Estate Planners & Councils. Only approximately five percent of California’s attorneys are certified as specialists by the State Bar.

Mrs. Nichols has considerable experience in the areas of estate planning, trust and probate administration. She advises clients on sophisticated estate planning issues including multigenerational family business succession planning; estate, gift, generation skipping taxation planning and property tax planning including charitable gift planning. She also represents individuals, private professional fiduciaries and corporate trustees as fiduciaries through trust and estate administrations.

She recently finished serving her term as President of the Estate Planning Counsel of San Diego, a 65-year-old San Diego organization. In 2016, she received the “Top 40 Under 40 Award” by The Daily Transcript. Mrs. Nichols was an Adjunct Professor at California Western School of Law where she taught “The California Pre-Bar Program” and “Advanced Legal Analysis.”
She and her husband, Tyler, have two young daughters who they enjoy traveling with and taking on new adventures.

Carrie Vilaplana

Carrie Vilaplana is a Vice President and Private Wealth Advisor for The Private Bank. In this role, she partners with a team of specialists in wealth planning, investments, risk management, trust and estate services, and banking in San Diego. Carrie works with high net worth clients to help them build, sustain, and transfer wealth based on their unique priorities.

The Private Bank is an exclusive part of Union Bank® dedicated to the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The Private Bank is built around teams of wealth management professionals who provide consultative relationships centered on the client’s unique goals and dreams.

Prior to joining Union Bank, Carrie worked at Lehman Brothers, Wedbush Morgan Securities, and Wells Fargo Private Bank and has 19 years in the industry. She earned a Bachelor of Arts in Law, Jurisprudence & Social Thought from Amherst College. Additionally, Carrie holds Series 7, 63 and 65 securities licenses and her California Life Insurance license.

Carrie currently is Chair of the San Diego Symphony Notables, member of the La Jolla Playhouse Board of Trustees, member of the Rady Children’s Hospital Trust and Estates Council Executive Committee, and member of CREW San Diego. She is also a graduate of the San Diego Jewish Community Foundation Trusted Charitable Advisor Program and a graduate of LEAD San Diego IMPACT Class of 2015.

 

Special thanks to our Women’s Collaborative Task Force

Alana Asmussen – Lead Advisor and Principal, Dowling & Yahnke
Elaine Becerra – Wealth Strategist, Northern Trust Corp
Emily Bouchard – Strategic Wealth Coach, Ascent Private Capital Management
Carlee Harmonson – Senior Vice President & Regional Director Private Bank, Union Bank
Candise C. Holmlund – Founder and President, Alaethes Wealth, LLC
Teresa Kakadelas – Manager Financial Planning, Blankinship & Foster
Jennifer McGibbons – Partner, Sullivan McGibbons & Associates LLP
Laura Nichols – Shareholder, Buchalter
Rebecca O’Toole – Partner, Withersworldwide
Debra Vella – Owner, Vella Law
Carrie Vilaplana – Vice President, Private Wealth Advisor – The Private Bank

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Thank you to our generous sponsors: