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®


Meet Shawn

April Zee

April Zee

Financial Advisor & Planning Strategist

Meet April

Troy Okumura, CFP®, CMFC®

Financial Advisor

Meet Troy

Phuong Mai

Phuong Mai

Investment Operations Specialist

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Darren Bado

Darren Bado, CFP®

Associate Advisor

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Raiya Jamil

Raiya Jamil

Risk Management Specialist

Meet Raiya

Noah Gear

Noah Gear

Client Operations Specialist

Meet Noah