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, CFP®, CMFC®
Troy Okumura, CFP®, CMFC®
Client Relationship Manager
Senior Client Operations Specialist
Client Operations Specialist
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Transitions Wealth Advisors is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advise.
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