KB
San Diego
Keith Brandt
President ·
President25+ years in the industry
Keith leads the firm's operations, advisor development, and long-term vision — keeping CWT focused on a single discipline: planning around transitions.
Our Team
Meet the team behind your plan.
CWT operates from San Diego, Brea, and Boston. Wherever you sit down with us, you get the same team, the same standard, and someone local to talk to.
The whole team
Everyone who works on your plan.
SS
San Diego
Scott Stevens
Lead Advisor · CEPA
CEPA20+ years advisingSeries 65
Two decades of advising closely held business owners and their families through complex financial decisions.
DM
San Diego
David Mendoza
Lead Advisor · CFP, AWMS
CFP®AWMS®Series 65
Brings clarity to the hardest financial conversations, with training focused on advising clients through periods of significant change.
HL
San Diego
Hannah Liang
Lead Advisor · CFP
CFP®M.B.A.Series 65
Works with executives and their families on equity compensation, tax-aware planning, and long-term investment strategy.
TW
Brea
Tricia Whitfield
Lead Advisor · CFP
CFP®Series 6515+ years advising
Leads the Brea office and serves households across Orange County, with a focus on multigenerational planning.
MF
Boston
Megan Foster
Lead Advisor · CFP
CFP®RICP®Series 65
Coordinates investments, Social Security, pensions, and tax strategy into cash flow plans built to last decades.
MO
San Diego
Marcela Ortiz
Client Service Manager
Supporting clients and advisors behind the scenes so your experience stays seamless.
JR
San Diego
Jordan Reyes
Operations
Supporting clients and advisors behind the scenes so your experience stays seamless.
D
San Diego
Duha
Marketing
Supporting clients and advisors behind the scenes so your experience stays seamless.
AN
Brea
Avery Nguyen
Client Service
Supporting clients and advisors behind the scenes so your experience stays seamless.
SP
Brea
Sam Patel
Operations
Supporting clients and advisors behind the scenes so your experience stays seamless.
Our offices
Three offices, one firm.
San Diego Office
San Diego
Four advisors and three support staff.
3570 Carmel Mountain Rd, Suite 150
San Diego, CA 92130
Brea Office
Brea
One advisor and two support staff serving Orange County.
3 Pointe Drive, Suite 111
Brea, CA 92821