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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
Krista Murray | Senior Vice President, Financial Advisor

I delight in empowering successful people as they navigate big changes in their financial lives. Through thoughtful connection and thorough communication, I work hand in hand with clients to plan the best path forward, leveraging the decades of experience of our team and sophisticated financial and investment plans.

I love hearing client stories, celebrating their successes, and assisting through challenging times. While financial planning is mainly about “the numbers,” our clients are much more than that. I know that my years of experience, on top of the impressive talent our team approach provides, enables us to deliver a superior client experience.

My long career working with both corporate and individual clients has given me a unique ability to empathize and positively tackle a myriad of challenging situations. Success in life is a continuum, not an endpoint and for that reason, I happily engage with clients and their families over many, many years. Their success is my success.

The highlights of my career have been:

  • First female district manager in my organization (Noxell, later P&G), serving as Top Ten account executive, Southwest team manager, and recruiting team member. Winner of Elite Trailblazer and Silver Club awards. Designated mentor to new female team members
  • Founding partner of PSM Private Wealth Management, enabling a broader suite of services and more efficient fee structure for our clients
  • Most recently, led our team through the consolidation with California Wealth Transitions, enhancing our service and offerings to our clients

Outside of the office, I am most proud of my beautiful family which includes my husband of 40 years, our son, an attorney, his wife, a pediatric oncology nurse, and our daughter, currently completing her JD. The light of our lives is our granddaughter who celebrates her first birthday in July. Being a grandma is the best!

My husband and I enjoy extensive travel. As a family, we lived in central Mexico for three years when the children were young and will always remember fondly that incredible experience. We have five UCLA degrees in our family, so you can say we are true Bruins!