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

Wealth Advisor Emeritus
714-975-9379

janet.pearce@cawealth.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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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
    • CWT In the Press
    • Contact Us
  • Who We Help
  • Blog & Events
    • Financial Blog
    • Webinars and Events
  • Talk to an Advisor
  • Client Access