Blake Murphy

About Blake Murphy

I spent years inside some of the largest financial institutions in the world. I learned a…

Experience

1. Vice President, Financial Advisor, Certified Investment Management Analyst

   California Wealth Transitions, Inc.

   Jun 2019 — Present · San Diego, CA, US

   After spending three years growing my business at Morgan Stanley, I found myself working mostly with corporate executives and entrepreneurs. I decided it was time to become an entrepreneur myself. I began my search looking for opportunities to become an independent financial advisor and a true fiduciary to my clients. Although I was very confident in my experience and abilities, I still wanted to find a group of advisors that I could work and share ideas with. I eventually was introduced to Keith Brandt and the team at California Wealth Transitions. Making the switch to independence was a great move for my clients and me professionally. Since joining the team, we\'ve hired new advisors, additional service staff, and are growing our family of clients each month. If you are not working with an advisor, but are interested in what having a relationship with one looks like, please give me a call. I\'ve said this for years now, but it is my belief that everyone would be better off getting professional financial advice, whether it is from our team or another advisor/firm. You don\'t know what you don\'t know and many of life\'s biggest financial transitions only happen once, so you better get it right!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 Services, LLC an affiliate of Kestra IS. California Wealth Transitions and Kestra IS are not affiliated. This profile 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. For additional information, please contact Kestra Investment Services, LLC Compliance Department at 844-5-KESTRA.

Education

• The University of Alabama

  Bachelor of Science

  2008 — 2012