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    Blake Murphy, CIMA®

    Elevating your family’s financial future through strategic planning

    Blake Murphy, CIMA®, is the Vice President and Financial Advisor at California Wealth Transitions, Inc., a wealth management firm based in San Diego County, California. He specializes in helping clients navigate financial transitions, particularly focusing on high-income earners with complex compensation packages or those nearing retirement. Murphy holds an advanced designation in Investment Management (CIMA) from the Yale Executive School of Management, which he earned voluntarily to enhance his expertise in investment analysis and strategic planning.12

    Murphy began his career in the financial services industry in 2012 and started working directly with clients in 2016. Before joining California Wealth Transitions in 2019, he worked as a financial advisor at Morgan Stanley. His experience includes guiding clients through multiple economic cycles and bear markets, helping them stick to long-term financial strategies during stressful times.12

    On LinkedIn, his profile highlights his commitment to elevating families' financial futures through strategic planning. He is proficient in analyzing tax returns for savings opportunities, optimizing social security strategies, and handling trust and estate planning for future generations.2 His LinkedIn username is indeed blakemurphy-cima.2

    Highlights

    Advisors & Team - Focus Partners Wealth
    Two Kestra Private Wealth Services-Affiliated Firms Merge

    Related Questions

    What specific strategies does Blake Murphy use to help clients during economic downturns?
    How does Blake Murphy's experience at California Wealth Transitions compare to his previous roles?
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    What makes California Wealth Transitions unique in its approach to wealth management?
    Blake Murphy, CIMA®
    Blake Murphy, CIMA®, photo 1
    Blake Murphy, CIMA®, photo 2
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    Location

    San Diego County, California, United States