California Wealth Transitions
858-707-7739 (San Diego)
714-332-2910 (Brea)
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Alix Brandt

Administrative Assistant
​
858-707-7740

Alix@cawealth.com
Alix is the newest member of the CWT team. Her prior experience in customer service contributes to her skills in relating and cultivating relationships with clients.

As the Administrative Assistant, Alix supports all members of the CWT team.  She handles
a variety of daily tasks in order to ensure our interactions with our clients are positive and
productive.  She assists the advisors in preparing review materials and reports.

​In her spare time, Alix likes to tear down the ski slopes or spend time horseback riding. 

Services

  • Retirement Planning
  • Investment Management
  • Corporate Retirement Plans
  • Financial Planning
  • Tax Minimization
  • Trust and Estate Review
  • Divorce Planning
  • Business Succession Planning

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC.. California Wealth Transitions is a member firm of Kestra Private Wealth Services, LLC an affiliate of Kestra IS. California Wealth Transitions and Kestra IS are not affiliated. Neither Kestra IS nor Kestra Private Wealth Services provide legal or tax advice.
This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and investment adviser representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance Department at 844-5-KESTRA (844-553-7872).
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  • Who We Are
    • Meet Our Team
    • How We Invest For You
    • CWT In the Press
    • Contact Us
  • Who We Help
  • Blog & Events
    • Financial Blog
    • Webinars and Events
  • Talk to an Advisor
  • Client Access