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

Marcus Poteete

Marcus Poteete, CFP®

Financial Advisor

Meet Marcus

Phuong Mai

Phuong Mai

Wealth Management Associate

Meet Phuong

Raiya Jamil

Raiya Jamil

Risk Management and Planning Specialist

Meet Raiya

Noah Gear

Noah Gear

Wealth Management Associate

Meet Noah

Catherine Stieber

Catherine Stieber

Client Relationship Manager

Meet Catherine

Sherlyn Tran

Sherlyn Tran

Client Operations Specialist

Meet Sherlyn