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Blake Murphy, Cima® is listed as Elevating your family’s financial future through strategic planning at California Wealth Transitions, Inc., based in San Diego County, California, United States. AeroLeads shows a work email signal at cawealth.com and a matched LinkedIn profile for Blake Murphy, Cima®.
Blake Murphy, Cima® previously worked as Vice President, Financial Advisor, Certified Investment Management Analyst® at California Wealth Transitions, Inc. and Financial Advisor at Morgan Stanley. Blake Murphy, Cima® holds Bachelor Of Science, Commerce And Business Administration; Finance; Accounting Specialization from The University Of Alabama.
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The financial planning and investing world can be overwhelming and intimidating, and my goal for clients is to help simplify it enough to make it easily understandable. We focus on things you can control and advise against making emotional decisions based on things you cannot. I enjoy working with clients and their families and helping them plan their futures and strive to find areas to help them keep more of what they earn and grow it more efficiently. There’s nothing better than calling a client to let them know of a strategy that will save them money!I started out in the financial services industry in 2012, working directly with clients and helping them with their finances since 2016. Since I have been an advisor, I’ve seen three major market corrections: the first in 2018, the start of the coronavirus pandemic in 2020 (the largest and quickest recession ever recorded), and more recently with the Russia/Ukraine war and spiking inflation. My proudest accomplishment is not having a single client abandon their long-term strategy throughout these emotional and stressful times. They were able to stick with their plan, in large part because of the work that was done at the start of our relationship, and they are better off for it.In 2019, I began working with a team of advisors after starting my career on my own. Moving my practice to California Wealth Transitions has expedited my learning curve while adding value to the families that I work with. I’ve become a business owner myself. I voluntarily earned an advanced designation in Investment Management (CIMA) through the Yale Executive School of Management. I’ve become proficient in analyzing tax returns for savings opportunities, finding the optimal social security strategy, as well as trust and estate planning for future generations. The advice I give my clients goes far beyond managing investment accounts.If you are a high-income earner, have a complicated compensation package with RSUs, stock options, etc., are planning to sell your business, or are close to retirement, shoot me a message and I’d be happy to see if I can help. You can also check out our firm, California Wealth Transitions, and our team’s specialties via this link:www.cawealth.comNMLS# 1549183CA Insurance Lic. #0L06486
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Greater San Diego Area
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.
La Jolla, California
My time at Sterne Agee was cut short as the business was acquired by Stifel in late 2015 and my team's role was already filled at Stifel's headquarters. I was newly married, and my wife and I decided to take this opportunity to expand our horizons and what better way to do that than to move across the country from Alabama to San Diego. I started with.
After spending two years reporting to the executive team on all divisions within the corporation, I moved to a more specialized role focusing specifically on the wealth management division. Managing investments and financial planning for individuals was very appealing to me and this industry made sense to me. My time spent in this role was incredibly.
After completing my internship, I was hired to work on a finance team that reported directly the the CEO and CFO. Our small team of recent college graduates dug into the P&Ls of each division in the company. We ran revenue projections, cost cutting analysis, and improved reporting capabilities allowing management to make more informed business decisions..
I was hired as a summer intern on the institutional bond sales desk with Sterne Agee right out of college. I started this position 3 days after my college graduation (in hindsight maybe I should have taken some time off first!!). I was extremely excited for this opportunity as Sterne Agee had a great reputation in business school and if you got a full-time.
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Blake Murphy, Cima® works for California Wealth Transitions, Inc..
Blake Murphy, Cima® is listed as Elevating your family’s financial future through strategic planning at California Wealth Transitions, Inc..
AeroLeads has found 1 work email signal at @cawealth.com for Blake Murphy, Cima® at California Wealth Transitions, Inc..
Blake Murphy, Cima® is based in San Diego County, California, United States while working with California Wealth Transitions, Inc..
Blake Murphy, Cima® has worked for California Wealth Transitions, Inc., Morgan Stanley, Sterne Agee, and Sterne Agee & Leach, Inc..
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Blake Murphy, Cima® holds Bachelor Of Science, Commerce And Business Administration; Finance; Accounting Specialization from The University Of Alabama.
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