Meet Our Team

California Wealth Transitions was founded in 2012 by Keith and Nicki Brandt. After nearly 30 years of working for a large financial services firm, Keith and Nicki decided to create CWT so they could focus on what was most important to their clients.

Keith Brandt CFP®, CDFA®, CRPC®

President

Keith's Bio

Nicki Brandt

Executive Vice President

Nicki's Bio

Meet our colleagues from PSM Private Wealth Management

Janet Pearce CIMA®, MBA

Chief Investment officer

Janet's Bio

Bradley Saunders, MBA

Chief Executive Officer

Brad's Bio

Krista Murray, CFP®, CDFA®

Chief financial officer

Krista's Bio

Advisors

Blake Murphy, CIMA®

Vice President, financial advisor

Blake's Bio

David Brandt CFP®, RFC®, AWMA®

vice president, Financial Advisor

David's Bio

Thomas Davis

Financial Advisor

Tom's Bio

Tim McCandless CRPC®

Financial Advisor

Tim's Bio

Client Services Staff

Brandi Pugh

Client services director

Brandi's Bio

Alix Brandt

Administrative assistant

Alix's Bio

Catherine Jameson

Client Services manager

Cathy's Bio

Christina Hospedales

Financial Planning associate

Christina's Bio

Are You A Good Fit To Work With Us?

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Services

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A message from our attorneys:

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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.
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