California Wealth Transitions
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714-332-2910 (Brea)
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Krista Murray, CFP®, CDFA®

Senior Vice President, Financial Advisor
714-975-9381

kfmurray@psmprivatewealth.com
Schedule a Call with Krista >
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Krista has a long history of working with both corporate and individual clients to help achieve their goals. She began her career at Procter & Gamble, where she was a Top Ten National Accounts Manager and District Manager.

After living outside the country for three years with her husband and young children, she returned to the US and joined Morgan Stanley. In 2013, she founded PSM Private Wealth Management with her partners Brad and Janet. She holds her Certified Financial Planner certification (CFP®) from UCLA and her Certified Divorce Financial Analyst (CDFA®) certification. 
Like many financial professionals, Krista has a love for numbers, planning and analysis. Most importantly, she truly enjoys being part of her clients’ personal stories and getting to know them through comprehensive planning. She and her husband of 38 years, Andy, have two grown children, Matthew, and Sarah.  Matt and his wife Jen just had their first baby, Hannah Rose. With five UCLA degrees in the family, the Murrays are true Bruins!
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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

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  • Retirement Planning
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  • 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