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

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 created CWT so they could focus on what was most important to their clients. In 2020, CWT merged with PSM Private Wealth Management, another firm with the same focused dedication to clients. The combined firm boasts a talented array of advisors and client service staff in two Southern California offices.

Principals


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Keith Brandt  CFP®, CDFA®, CRPC®
President
Keith's Bio
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Nicki Brandt
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Executive Vice President​
Nicki's Bio
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Krista Murray CFP®, CDFA®
SENIOR VICE PRESIDENT
Krista's Bio

San Diego Office


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Blake Murphy CIMA®

Vice President, financial advisor
Blake's Bio
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Tim McCandless ​CRPC®
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Financial Advisor
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Tim's Bio
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​Brandi Pugh
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Client services director
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Brandi's Bio
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Alix Brandt
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Administrative assistant
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Alix's Bio

Brea Office


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David Brandt CFP®, RFC®, AWMA®
vice president, Financial Advisor
David's Bio
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Janet Pearce ​CIMA®, MBA
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WEALTH ADVISOR EMERITUS
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Janet's Bio
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Bradley Saunders MBA
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DIRECTOR
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Brad's Bio
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Thomas Davis
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Financial Advisor​
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Tom's Bio
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​Christina Hospedales
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Financial Planning associate
Christina's Bio
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Catherine Jameson
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Client Services manager​
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Cathy's Bio

Are You A Good Fit To Work With Us?

Find Out Who We Help >

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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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.
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