California Wealth Transitions
858-707-7739 (San Diego)
714-332-2910 (Brea)
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Catherine Jameson

Client Services Manager
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Catherine has been working in the financial services industry for more than 23 years. In her words, “The most rewarding thing I’ve found is building relationships with our many diversified clients. Most of them I have known for all these years and helping new clients through their issues brings me great satisfaction. I’m always up for a challenge and problem solving has proven to be my number one pleasure.”
In her role as Client Service Manager, Catherine is primarily concerned with making sure each client’s needs are met. She coordinates all elements of the integrated services provided through CWT’s team approach to financial planning.

​When she isn’t working with clients, Catherine makes frequent trips to the gym, loves to cultivate her garden, and enjoys visiting with friends over a glass of wine and dinner. 
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Financial Planning Ideas You Should Know About

We've built a library of E-books focused on our most helpful financial and tax planning concepts in an effort to educate and inform people just like you!  Below are a couple of our most read topics.  Take a look and see if any of these strategies may be right for you.
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The Mega-Back Door Roth

Do you make too much to contribute to a Roth IRA?  This is how smart investors use the rules to fund one.
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Avoid Tax Mistakes

Do you own a business?  These are the top 5 tax mistakes we see business owners making.
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Top 5 Investor Mistakes

These are the top 5 errors we see most commonly when reviewing new clients' portfolios.
Join Other Intelligent Investors To See What Strategies We Are Using

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
    • Blog & Events >
      • Financial Blog
      • CWT Events
      • CWT In the Press
    • Contact Us
  • Who We Help
  • Client Access
  • Talk to an Advisor