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We are here to help and available for consultations over the phone, through video conference, or in person at one of our two branch locations in Southern California: one in San Diego and one in Brea.

Our San Diego office is located on Carmel Mountain Road, just off I-5 in the Gateway at Torrey Hills Building, a short drive from the One Paseo shopping center in Del Mar.

3570 Carmel Mountain Road, Suite 150
San Diego, CA 92130
Phone: (858) 707-7739

Our Brea location is off of East Lambert Road, near the 57 Freeway. It is a short drive from the Brea Mall or Angel Stadium in Orange County.

3 Pointe Drive, Suite 111
Brea, CA 92821
Phone: (714) 975-9730


Thank you for your interest in speaking with one of our financial advisors! At California Wealth Transitions, we assist high net-worth individuals and their families with all aspects of their financial lives, including:

  • Assisting women who have recently lost their spouse and are left with complicated estates, including multiple investment accounts, real estate properties, businesses, etc.
  • Legacy/Estate Planning for women who are interested in the best way to pass on their financial legacy to future generations while minimizing taxation
  • Cash Flow planning for women nearing retirement
  • Entrepreneurs who need help planning the sale of their business, tax minimization, and cash flow planning in retirement
  • Investment management for clients with over $1mm in investment accounts (IRA, Roth IRA, 401k, Trust, Individual/Joint Accounts)
  • Customized tax planning for clients making over $500,000/yr

If you fall into one of these categories, odds are we can help improve your situation. We look forward to speaking with you.

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