Associate Advisor
Pubblicato il 13-10-2026 - Transitions Wealth Advisors in Ispica
Live with Intention. Plan with Purpose.
Build a life you love while merging meaning & prosperity
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Our mission is to help you do more of what brings joy, connection, & purpose to your life.
At Transitions Wealth Advisors, we don’t just manage money—we help people make life-affirming choices about how to use their wealth. Based in San Jose and grounded in decades of trusted relationships, we guide clients through life’s financial complexities with clarity, care, and deep respect for what matters most. Our approach is grounded in integrity, shaped by teamwork, and driven by your personal definition of success.
We Love What We Do
Planning That Reflects Your Whole Life Whether you're preparing for retirement, adjusting to a major life change, or simply seeking peace of mind, we’re here to help you align your financial life with your personal values—and live intentionally, not reactively.
Why Transitions Wealth Advisors?
Our Principles Guide Everything That We Do
Fulfillment
Every decision is made with your individual purpose in mind and aligned with your personal values.
Integrity
We believe trust is earned through honesty and transparency.
Team
Every client benefits from collective expertise and coordinated planning.
Shawn Okumura
Principal
“If there’s one thing we enjoy more than the work we do, it’s the people we serve.” I founded Transitions Wealth Advisors after seeing firsthand how misguided investment advice can impact a family’s future. Since starting my career in 1997, my mission has been to make investing clear, relatable, and aligned with each client’s goals and values.
We intentionally stay small to give personal, long-term attention to a select group of clients. As an independent, family-first firm, we have the freedom to collaborate with CPAs, attorneys, and other professionals to bring you comprehensive strategies.
We specialize in guiding clients through life’s transitions—selling a business, funding college, retiring, or planning an estate—adapting your portfolio as your needs evolve. Our approach blends experience, accountability, and agility with a genuine passion for the people we serve.
Ready for a more intentional approach?
Reach Out Today
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