California Wealth Transitions
Financial Services • 
San Diego, California, United States • 11-20 Employees
Company overview
| Headquarters | 3570 Carmel Mountain Rd, Suite 150, San Diego, California 92130, US |
| Phone number | +17149759730 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investment Management, Divorce, Estate Planning, Wealth Management, Retirement Planning, Financial Planning, Trusts, Life Insurance, Wealth Planning, Long Term Care Insurance, Tax Minimization, Sale Of A Business, Financial Transition |
| Founded | 2012 |
| Employees | 11-20 |
| Socials |
Key Contacts at California Wealth Transitions
Bradley Saunders
Director
Brandi Pugh
Director Of Client Services
Brandi Pugh
Director Of Client Services
California Wealth Transitions Email Formats
California Wealth Transitions uses 3 email formats. The most common is {first initial} (e.g., j@cawealth.com), used 53.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cawealth.com | 53.3% |
{first initial}.{last name} | j.doe@cawealth.com | 33.3% |
{first name} | john@cawealth.com | 13.3% |
About California Wealth Transitions
CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition. We specialize in helping women facing financial transitions in life, whether it’s a change in income, sale of a business, loss of a loved one, planning for a generational transfer of assets, divorce, planning for retirement, seeking socially conscious investment opportunities, or more. If you have: -Recently lost your spouse and have multiple trusts, real estate properties, investment accounts, insurance policies to sort through. -Selling your business and need help determining if the money will last the rest of your life, how to make sure your employees are taken care of, and need advanced tax planning -Considering retirement and concerned if you've saved enough, wondering if you are invested appropriately, which accounts you should use to replace your income, or have questions related to social security -Unsure about what to do with your employee stock options, RSUs, ESPP, or any other corporate benefits and need help sorting through it all -In the midst of a complex divorce and concerned about an equitable distribution of assets Call us! We can help you sort through these issues and work hand in hand with you to create a plan for what moves you should be making now to set yourself up for success. Our team is ready to get to know you and help put your mind at ease.
California Wealth Transitions revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
California Wealth Transitions has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
California Wealth Transitions has never raised funding before.
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