California Wealth Transitions
858-707-7739 (San Diego)
714-332-2910 (Brea)
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Janet Pearce, CIMA®, MBA

Wealth Manager Emeritus
714-975-9379
jrpearce@psmprivatewealth.com
Schedule a Call with Janet >
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With an educational background in literature and human relationships, you can understand why Janet enjoys making connections with families and individuals who need guidance with their asset and liability construction. Janet is passionate about numbers and data, but says the best part of her career is the rich relationships with clients and professionals across the country and across industries. Sharing intellectual capital energizes her both professionally and personally.
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Janet and her husband are passionate about loving and caring for animals. They actively support Canine Companions for Independence (CCI).

​When she isn’t helping clients work toward their goals, you’ll find Janet traveling, in her garden, or reading a great book. She enjoys spending time with her husband and Albert E. Pearce (the best little dog in the world!). 
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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