Transitions Wealth Advisors

Transitions Wealth Advisors is a financial planner in San Jose, CA. The firm specializes in guiding clients through major life transitions, such as retiring, selling a business, planning an estate, or funding college. They serve clients by helping them align their financial lives with their personal values to achieve prosperity and peace of mind. The firm holds a 5.00 rating.

The firm operates as an independent, family-first practice that maintains a low client-to-advisor ratio to provide personal, long-term attention. The team, led by Principal Shawn Okumura, includes financial advisors Giulio Cannatello and Noah Gear, alongside a dedicated support staff. Their approach is built on integrity, transparency, and collective expertise, often collaborating with CPAs and attorneys to implement comprehensive strategies. The firm focuses on helping individuals make life-affirming choices regarding their wealth through intentional, proactive planning.

Located on Lincoln Avenue, the office is situated in the Willow Glen area, a short distance from the Garden Station post office and River Glenn School.

Transitions Wealth Advisors is known for its commitment to excellence and its ability to provide clear, relatable investment guidance. The firm’s strength lies in its dedication to building deep, trusted relationships and its focus on helping clients achieve financial confidence through personalized service.

Transitions Wealth Advisors provides purposeful financial planning to help the residents of San Jose, CA, build lives of meaning and prosperity.

Services:

• Business Transition Planning
• College Funding
• Estate Planning
• Investment Management
• Retirement Planning