Tricia Howard
🌟 Wealth Planning for Women in Transition | Confidence, Simplicity & Purpose ✨
- Role
- Financial Advisor at California Wealth Transitions, Inc.
- Location
- Brea, CA, US
- LinkedIn followers
- 500 followers
About Tricia Howard
I guide women through life’s biggest financial transitions with clarity, compassion, and purpose. From retirement and legacy planning to divorce, inheritance, or a change in income, my focus is on helping clients feel supported and confident as they move into their next chapter.After more than two decades in executive leadership within the staffing industry, I made a bold pivot into wealth planning. That experience taught me the importance of strategy, resilience, and people-first leadership — lessons I now bring to my work in financial advising.My mission is simple: to empower women to align their wealth with their goals and values, so they can move forward with confidence and peace of mind.
Experience
Financial Advisor
California Wealth Transitions, Inc.
Aug 2025 — Present · Brea, CA, US
We specialize in wealth planning for 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.
Education
UC Irvine
BA, Psychology
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