If you’re going to trust someone to guide you through one of the most complicated seasons of your life, you want someone like Keith Brandt on your side of the table. As the President and founder of California Wealth Transitions, he has set the bar incredibly high for the level of service he provides to his clients. Beginning his career with Merrill Lynch in 1983, his extensive knowledge, training, and more than 35 years of experience set him apart from other experts in the financial industry. He holds a Bachelor of Arts from Harvard College, in addition to his designations as a Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Certified Divorce Financial Analyst (CDFA®). His skills and training make him more than equipped and capable to guide you through this season with expertise.
While you may think as President he simply manages his firm, you’d be wrong. Keith knows his clients by name and takes a hands-on approach, putting his years of experience to work for the benefit of each individual who walks in his door. His down-to-earth approach and ability to break down complex strategies into understandable advice will put you at ease instantly. When he isn’t meeting with new or existing clients, or collaborating with attorneys and CPAs for his clients, Keith is spending time with his wife Nicki and their two daughters. He has a passion for participating in sports and traveling.
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