Shawn Okumura, CFP CMFC

Our Story

At Transitions Wealth Advisors, we believe that life is full of changing seasons, and that's where our passion collides with our purpose. We're a family-owned and operated wealth management practice in San Jose, California, dedicated to helping individuals and families achieve their financial goals. Our team of experienced professionals is committed to providing personalized financial planning, investment management, and risk management services to help our clients build a brighter financial future.

Our Approach

At Transitions Wealth Advisors, we take a holistic approach to wealth management. We believe that every client is unique, and we take the time to understand their individual goals, values, and financial situation. Our experienced team of financial advisors works closely with each client to develop a customized financial plan that aligns with their goals, risk tolerance, and financial situation. We also offer advanced investment strategies and risk management techniques to help our clients achieve their long-term financial objectives.

Our Services

As a full-service wealth management firm, we offer a range of services designed to help our clients achieve their financial goals. Our services include:

• Financial Planning: We provide comprehensive financial planning services, including retirement planning, estate planning, and education planning.
• Investment Management: We offer a range of investment strategies, including asset allocation, portfolio rebalancing, and risk management.
• Risk Management: We provide specialized risk management services, including insurance planning, tax planning, and estate planning.
• Account Management: We offer online account access, allowing our clients to view their accounts and Statements online.

Why Choose Transitions Wealth Advisors?

At Transitions Wealth Advisors, we're committed to providing exceptional service to our clients. Here are just a few reasons why you should choose us as your partner in achieving your financial goals:

• Experience: Our team has over 25 years of combined experience in the financial services industry.
• Customized Service: We take the time to understand each client's unique financial situation and goals.
• Holistic Approach: We take a comprehensive approach to wealth management, considering our clients' overall financial situation, not just their investments.
• Value-Based Compensation: We believe in being transparent about our fees and compensation, and we work hard to deliver value to our clients.

Our Team

At Transitions Wealth Advisors, we're proud to have a team of experienced and dedicated professionals who are committed to helping our clients achieve their financial goals. Our team includes:

• Shawn Okumura, Principal and CFP Financial Advisor
• Jerry He, Financial Advisor
• Raiya Jamil, Risk Management Specialist
• Phuong Mai, Investment Operations Specialist
• Noah Gear, Operations Specialist
• Catherine Stieber, Financial Advisor
• Sherlyn Tran, Financial Advisor

Resources

At Transitions Wealth Advisors, we're committed to providing our clients with a range of resources to help them achieve their financial goals. These resources include:

• Financial Planning: We provide comprehensive financial planning services, including retirement planning, estate planning, and education planning.
• Investment Resources: We offer a range of investment resources, including asset allocation, portfolio rebalancing, and risk management.
• Risk Management: We provide specialized risk management services, including insurance planning, tax planning, and estate planning.
• Account Access: We offer online account access, allowing our clients to view their accounts and statements online.