California Wealth Transitions
  • Get Started
    • Business Owners
    • Corporate Executives
    • Retirement
    • Divorce
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    • Financial Planning
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​The Path to Financial Success Starts Here

If you are selling your business, nervous about retiring, unsure on what to do with your employee stock options, or need to know what to do in the event of a divorce, we can help educate you on what moves you should be making now to set yourself up for success.  Our website is full of helpful content for you to educate yourself so you can make the best decision possible.

Do You Own a Business In San Diego?


  • I'm considering selling my business, am I prepared?
  • I need help lowering my tax liability, what can I do?
  • How much capital should I raise and is now the right time?
  • Should I contribute to a 401k plan, SEP IRA, or solo 401k?
  • What is my business worth?
  • Do I have enough insurance coverage?
Entrepreneurs
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Do You Work For a Public Company?
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  • What should I do about my concentrated stock position?
  • I make too much to contribute to a Roth, are there other ways I can get money into one?
  • How are my stock options taxed?
  • Aside from my 401k, how else can I save for retirement?​
  • Do I need to setup a trust?  If so, what kind?
Executives

Are You Ready To Retire?


  • Am I ready to retire?  If I retire soon, how long will my money last?
  • Are my investments positioned appropriately for my stage in life?
  • What's the best way to save for my children's education?
  • Should I setup a family trust?
  • What should I do with my inheritance?
  • Do I have enough life and long term care insurance?
Family
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Protecting Your Interests In Divorce


  • What should I be doing now to prepare?
  • How can I be sure my assets are protected?
  • Where should I compromise?
  • Even if your final settlement hearing is this week, we can help.
  • Working with a divorce attorney?  We can help fill in the gaps by working alongside your lawyer and presenting our recommendations for your finances
Divorce
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC.. California Wealth Transitions is a member firm of Kestra Private Wealth Serivces, LLC an affiliate of Kestra IS. California Wealth Transitions and Kestra IS are not affiliated. Neither Kestra IS nor Kestra AS provide legal or tax advice.
This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC And investment adviser representatives of Kestra Private Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance Department at 844-5-KESTRA (844-553-7872).
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  • Get Started
    • Business Owners
    • Corporate Executives
    • Retirement
    • Divorce
  • Who We Are
    • Why Choose CWT
    • Financial Planning
    • Fee Structure
    • Meet The Team
    • FAQ's
  • Contact Us
  • Articles
    • Financial Articles
    • eBook Library
  • Client Access