A Transition for One of Our Own!
After serving clients in our industry since 1983, Nicki has officially announced her retirement! Nicki will stay on with us until her last day, April 30th 2024.
Nicki started her career with Merrill Lynch as a temporary employee. She was quickly hired as a full time sales assistant and shortly thereafter became a fully licensed Account Executive in the San Marino office. Nicki transferred to the Upland office in 1985 where she joined Keith as a Partner. Nicki and Keith worked together as Advisors until 1989 when Nicki took a leave of absence to care for her Brother who passed away.
She continued her break from Merrill while she raised two daughters. She returned to the corporate world in 1999 when Keith and Nicki moved to San Diego with Merrill Lynch. Nicki founded California Wealth Transitions with Keith and Brandi in 2012.
She is looking forward to speeding time traveling, seeing friends and hanging out in Montana. She will be missed!
Meet Our Newest Team Member, Scott Stevens
We are happy to report the addition of our latest advisor, Scott Stevens.
Scott joined us in Q1 of this year and brings a wealth of knowledge and expertise to our team of advisors. Click below to read more about Scott’s career and life outside of work.
Our Growing Family!
Dillon Hakes and his wife, Kristyn, welcomed their first child, Mia Hakes, into the world on February 21st, 2024. Baby Mia and Kristyn are doing great!
Headlines We’ve Been Reading
We’re always keeping an eye on what’s happening in the world. Check out these articles to stay up-to-date.
Inflation and the Fed
How Artificial Intelligence is Transforming the World
We’re Always Here to Help
We at CWT enjoy working with our remarkable clients and colleagues, and are grateful for your partnership. If you have friends or family members who could use financial planning guidance, feel free to introduce them to us. We love what we do and continue to add capacity with additional advisors and staff.
If you’d like to learn more or have additional questions, please feel free to give us a call or request to speak with an advisor today. We’re here to help.
