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

CFP®, RFC®, AWMA®
Vice President, ​
Financial Advisor

714-332-2910
David@cawealth.com
Schedule a Call with David >
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Do you have a guide to help you make smart decisions with your money?

​You need an advisor like David, who combines caring with a depth of knowledge and experience to guide you through all of life’s’ stages.
 
He will ask you thoughtful, insightful questions and then carefully listen.  David utilizes over twenty years in the financial services industry to provide you with disciplined, considered advice related to your unique goals and needs.  This guidance continues as your life evolves and transitions through events such as marriage, job changes, having children, divorce, the loss of a loved one, retirement and planning for your legacy. David feels fulfilled when you to have a sense of comfort as you think about your families’ financial future.
 

​David graduated from UC, Berkeley and began his financial services career in 1998 at Merrill Lynch. He holds the distinguished Certified Financial Planner designation (CFP®) is a Registered Financial Consultant (RFC®). As well as an Accredited Wealth Management Advisor (AWMA®) David’s current and prior service include: Board of Directors for the Scheu Family YMCA; and Vice President of the Highline Educational Foundation which provides educational grants to teachers’ and programs in the local school district.
David comes from a long line of educators and not only values the pursuit of knowledge but feels it is important to educate and help clients understand the reasons an investment strategy may or may not help them achieve their aspirations and goals.
 
He also enjoys spending time with his wife, Susan and his four children Hannah, Cole, Emma and Wyatt.  When he is not attending his children’s sporting events throughout Southern California, David loves to travel, ski and has been learning how to golf for the past 15 years. ​
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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
    • Blog & Events >
      • Financial Blog
      • CWT Events
      • CWT In the Press
    • Contact Us
  • Who We Help
  • Client Access
  • Talk to an Advisor