California Wealth Transitions
858-707-7739 (San Diego)
714-332-2910 (Brea)
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Does Your Employer Have a Complicated Benefits Package?

We work with executives who have many responsibilities from their career goals to spending time with their family.  Our goal is to make our client's financial lives as simple as possible by being the main contact point to anything financially related.

Do Any of These Apply to You?


  • Is my 401(k) allocated correctly?
  • When should I liquidate my stock options?
  • When should I liquidate my Restricted Stock Units (RSUs)?
  • Should I participate in my Employee Stock Purchase Plan?
  • I make too much income to contribute to a Roth IRA; are there other strategies to get money into a Roth?
  • I have a large gain on my company shares; what are my options to reduce my risk and diversify without having to pay a lot in taxes?
  • Beyond my company 401k, how else can I contribute to retirement?
  • I'd like to purchase real estate, but I don't want to liquidate my investments.
  • Do I have enough insurance coverage?​

How We Help You


We'll help build a roadmap for you so you know exactly what to do when your RSUs vest, ensure that your minimizing income taxes, and that your investments are setup for success.  We'll coordinate the efforts of your CPA, estate attorney, and other trusted advisors to make sure nothing falls through the cracks.  This saves you time, freeing you to focus on what really drives the bottom line while having confidence that your personal estate is in good hands.  If you're interested in taking the first step, click here to schedule a quick introductory call with an advisor from our team:
Talk to an Advisor >

Not Ready To Schedule a call yet?


​If you're not quite ready for an initial consultation, please check out our E-Book Library for helpful articles we've written about some financial strategies that might make sense for you:

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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A message from our attorneys:

Check the background of your financial professional on FINRA's BrokerCheck.
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