California Wealth Transitions
858-707-7739 (San Diego)
714-332-2910 (Brea)
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Brandi Pugh

Director of Client Services
858-707-7739
Brandi@cawealth.com
Brandi’s focus each day is your satisfaction. In her role as Director of Client Services she is deeply concerned with anticipating each client’s needs, directing all activities for our client service department. She also serves as our HR and Office Manager, overseeing the team’s operation staff, handling many of the firm’s administrative tasks, and working closely with Keith to monitor all client accounts.

​Her professionalism and more than 28 years of experience makes Brandi an irreplaceable member of our team. She resides in Valley Center with her husband and takes great pleasure in watching who her three children are becoming in their adulthood.
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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