San Jose Wealth Management Team

At Transitions Wealth Advisors, we believe in putting the strength of our entire team behind each client relationship. Our open workspace environment fosters open communication and collaboration. Our commitment to maintaining a low client-to-advisor ratio empowers us to be proactive in our clients’ lives and gives us the capacity to go the extra mile. From our financial advisors to our support team, each of us holds a role we are passionate about and accountable to. We look forward to serving you.


Shawn Okumura

Shawn Okumura, CFP®, CMFC®

Principal

Meet Shawn

April Zee

April Zee

Financial Advisor & Planning Strategist

Meet April

Troy Okumura, CFP®, CMFC®

Financial Advisor

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Phuong Mai

Phuong Mai

Senior Client Operations Specialist

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Darren Bado

Darren Bado, CFP®

Investment Operations Specialist

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Raiya Jamil

Raiya Jamil

Risk Management Specialist

Meet Raiya