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Krista Murray CFP®, CDFA®

Senior Vice President, Financial Advisor

Krista Murray | Senior Vice President, Financial Advisor | California Wealth Transitions Team


Krista Murray | Senior Vice President, Financial Advisor
Krista Murray | Senior Vice President, Financial Advisor

With a passion for empowering individuals navigating significant financial changes, I specialize in guiding clients through thoughtful connection and thorough communication. Collaborating closely, we plan the best path forward by leveraging the decades of experience within our team and implementing sophisticated financial and investment plans.

What truly fuels my enthusiasm in this field is the opportunity to hear and celebrate client stories, whether it’s their successes or helping them through trying times. While financial planning may revolve around “the numbers,” I recognize that our clients are much more than that. The combination of my extensive experience and the impressive talent of our team ensures the delivery of a superior client experience.

Having spent a long career working with both corporate and individual clients, I’ve developed a unique ability to empathize and effectively tackle a myriad of challenging situations. I view success in life as a continuum, not an endpoint, and, for that reason, I happily engage with clients and their families over many years. Their success is genuinely my success.

Beyond the professional realm, I take immense pride in my beautiful family. My husband and I recently celebrated 43 years of marriage (time flies!) Our son is a successful attorney, his wife a dedicated oncology nurse, and their babies, a daughter(3) and son(1) are the lights of our lives. Being a grandma is an absolute joy and I’m thrilled they live nearby! Our daughter recently finished law school, completed an additional master’s degree in France and passed the NY bar. She practices law in the vibrant setting of New York City.

Away from work, my husband and I share a love for extensive travel. A cherished memory is our family’s three-year sojourn in central Mexico when the children were young—an experience we will always hold dear. With five UCLA degrees in our family, we proudly declare ourselves true Bruins!

I look forward to the opportunity to connect with you and explore how I can contribute to your financial success and life’s journey.