San Jose Wealth Management Team

Transitions 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

Troy Okumura, CFP®, CMFC®

Financial Advisor

Meet Troy

Catherine Stieber

Catherine Stieber

Client Relationship Manager

Meet Catherine

Phuong Mai

Phuong Mai

Senior Client Operations Specialist

Meet Phuong

Raiya Jamil, Client Operations Specialist

Raiya Jamil

Client Operations Specialist

Meet Raiya

Phuong Mai

Patricia Ta

College Intern