California Wealth Transitions
858-707-7739 (San Diego)
714-332-2910 (Brea)
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Come Visit Us!

We have two branch locations in Southern California, one in San Diego and one in Brea

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San Diego

Our San Diego office is located on Carmel Mountain Road, just off I-5 in the Gateway at Torrey Hills Building.  Just a short drive from the One Paseo shopping center in Del Mar.
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3570 Carmel Mountain Road, Suite 150
San Diego, CA 92130
​877-276-9940

Brea

Our Brea location is off E. Lambert Road, near the 57 freeway. It is a short drive from the Brea Mall or Angel Stadium in Orange County.
Contact Us >
3 Pointe Dr. Suite 111
Brea, CA 92821
​714-332-2910

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