California Wealth Transitions Inc

California Wealth Transitions Inc is a boutique financial planning and investment firm located in San Diego, California. With 18 employees, they provide specialized financial guidance to high net worth individuals and families, particularly women going through financial transitions. Their services encompass a wide range of financial planning needs, including helping clients manage inheritances, navigate business sales, plan for retirement, understand complex financial arrangements like employee stock options, and address the unique financial challenges posed by divorce. They also focus on socially conscious investment opportunities, catering to clients who prioritize ethical and sustainable financial practices. California Wealth Transitions Inc distinguishes itself through its specialized focus on women facing various life transitions, offering tailored support and guidance throughout these complex and often emotionally charged periods. Clients can connect with California Wealth Transitions Inc. through their website at cawealth.com.