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

Keith Brandt CFP®, CDFA®, CRPC®

President

Keith's Bio

Nicki Brandt

Executive Vice President

Nicki's Bio

Krista Murray CFP®, CDFA®

SENIOR VICE PRESIDENT

Krista's Bio

San Diego Office

Blake Murphy CIMA®

Vice President, financial advisor

Blake's Bio

Tim McCandless CRPC®

Financial Advisor

Tim's Bio

Brandi Pugh

Client services director

Brandi's Bio

Alix Brandt

Administrative assistant

Alix's Bio

Brea Office

David Brandt CFP®, RFC®, AWMA®

vice president, Financial Advisor

David's Bio

Janet Pearce CIMA®, MBA

WEALTH ADVISOR EMERITUS

Janet's Bio

Bradley Saunders MBA

DIRECTOR

Brad's Bio

Thomas Davis

Financial Advisor

Tom's Bio

Christina Hospedales

Financial Planning associate

Christina's Bio

Catherine Jameson

Client Services manager

Cathy's Bio

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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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