Women's Collaborative Workshops

Rady Children's Women's Collaborative is a three-part virtual webinar series designed to educate and engage our community of women through conversations centered on finance, family and philanthropy. Registration is now closed. Please find recordings to each of our presentations below. 

Raising Financially Savvy Children (view now)

Learn how to speak with your children about money and create a lifetime of good financial decision making.

Alana C. Asmussen CFA, CFP®
Principal, Lead Advisor, Dowling & Yahnke
Alana recently celebrated twenty-five years with Dowling & Yahnke Wealth Advisors. As a Principal and Lead Advisor, she is a key participant in the growth and development of the Firm. She has extensive experience managing portfolios and guiding clients through all phases of their financial lives.

Anna E. Diaz CFP®, CEPA
Lead Advisor, Dowling & Yahnke
Anna has worked in the wealth advisory space for 20 years. She joined Dowling & Yahnke as a Lead Advisor in 2018. Prior to this, she served as a Senior Vice President and Private Client Advisor at a national private wealth advisory firm for 17 years.

Women in Professional Transition (view now)

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

Carrie VilaplanaCarrie Vilaplana
Vice President, Private Wealth Advisor, The Private Bank at Union Bank
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.

Laura NicholsLaura Nichols
Shareholder, Buchalter
Member, Tax, Benefits and Estate Planning practice group
Laura is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. 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. 

Kathleen CainKathleen Cain
Former Chief Financial Officer, Rady Children’s Hospital (retired)
Kathleen is a seasoned senior-level financial executive experienced in all aspects of Integrated Delivery Systems across hospital and health systems, physician foundations, Home Health & Hospice, CORF, LTC and health plans. Recently retired, Kathleen today serves as a consultant and

Candise HolmlundCandise C. Holmlund CFA, CFP®, TEP, AEP®
President and Founder, Alaethes Wealth
Candise has more than 35 years of experience in financial markets, with an extensive career in both investing and advertising. Alaethes was founded to provide a boutique experience to clients through a very personal, collaborative relationship. Candise’s experience has spanned working for a Wall Street firm, investing for multi-billion dollar pensions funds, and advising high net worth individuals and families.

Managing Finances in Uncertain Times (view now)

Learn about short and long-term investment and cashflow strategies to help you plan for today and tomorrow.

Teresa KakadelasTeresa Kakadelas CFP®, CDFA
Senior Advisor, Director of Financial Planning, Blankinship & Foster
Teresa has been advising clients at Blankinship & Foster for more than 15 years. As Director of Financial Planning, Teresa brings a deep knowledge of financial planning to the firm. She enjoys guiding the growth and development of Blankinship & Foster through her role on the firm’s leadership team. Teresa developed the Wise Women luncheons for Blankinship & Foster which aims to educate women on financial issues in a fun, friendly atmosphere.

Monica MaMonica Ma CFA, CFP®, CSA®
Advisor and Chief Investment Officer, Blankinship & Foster
Monica has helped clients with their financial affairs for more than 16 years. She joined Blankinship & Foster in 2008 and is part of the firm’s leadership team. In her role as Chief Investment Officer, Monica leads the research and implementation of the firm’s investment philosophy. 

Special thanks to our Women’s Collaborative Task Force

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

 

Thank you to our generous 2020 sponsors: