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Plan Well. Enjoy Life. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. How We Are Compensated. Plan Well. Enjoy Life. What could your life be like if you had a financial strategy based on what is truly important to you? Imagine a strategy that would continue to meet your needs through all of the ups and downs in life. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), Member FINRA.

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Shawn Okumura

720 Univer●●●●●●●●●● Suite 100

Los●●●tos , CA, 95032

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sh●●●@transitionswealthadvisors.com

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Shawn Okumura

720 Univer●●●●●●●●●● Suite 100

Los●●●tos , CA, 95032

United States

1.40●●●●7762
sh●●●@transitionswealthadvisors.com

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Shawn Okumura

720 Univer●●●●●●●●●● Suite 100

Los●●●tos , CA, 95032

United States

1.40●●●●7762
sh●●●@transitionswealthadvisors.com

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Home | Transitions Wealth Advisors | transitionswealthadvisors.com Reviews

https://transitionswealthadvisors.com

Plan Well. Enjoy Life. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. How We Are Compensated. Plan Well. Enjoy Life. What could your life be like if you had a financial strategy based on what is truly important to you? Imagine a strategy that would continue to meet your needs through all of the ups and downs in life. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), Member FINRA.

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Resources | Transitions Wealth Advisors

http://transitionswealthadvisors.com/resources

Plan Well. Enjoy Life. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. How We Are Compensated. Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you’ve been working and the amount you’ve earned. The first step in investing is to secure a strong financial foundation. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA.

2

Your Team | Transitions Wealth Advisors

http://transitionswealthadvisors.com/your-team

Plan Well. Enjoy Life. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. How We Are Compensated. Shawn Okumura, CFP. Troy Okumura, CMFC. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. To access account information (e.g., current account value, trade activity history, etc.), access monthly account statements, access tax documents, or to go paperless, click here:. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA. Check the background of this firm on FINRA's BrokerCheck.

3

Investment Philosophy | Transitions Wealth Advisors

http://transitionswealthadvisors.com/investment-philosophy

Plan Well. Enjoy Life. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. How We Are Compensated. Using asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA. Check the background of this firm on FINRA's BrokerCheck.

4

How We Are Compensated | Transitions Wealth Advisors

http://transitionswealthadvisors.com/details/how-we-are-compensated

Plan Well. Enjoy Life. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. How We Are Compensated. How We Are Compensated. As an independent fee-based practice, we aim for transparency and parity through our compensation structure. Within our holistic planning approach, we recommend strategies that are solutions-focused, not product-focused. Our commitment is to serve our clients’ needs first. Assets Under Management Fees. By total revenue as ranked by Investment Advisor Magazine June 2015.

5

How We Work | Transitions Wealth Advisors

http://transitionswealthadvisors.com/how-we-work

Plan Well. Enjoy Life. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. How We Are Compensated. There are three key components to our process: Comprehensive Planning, Asset Management, and Risk Management. Over time, we have learned that all three are necessary to create a strong, successful partnership in overseeing your overall wealth management. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA.

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Knowing what to do is only the first step. Applying that knowledge every day is paramount to the pursuit of your financial goals. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: North Carolina, South Carolina, Georgia, Louisiana, Virginia and Alabama. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA.

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Home | Transitions Wealth Advisors

Plan Well. Enjoy Life. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. How We Are Compensated. Plan Well. Enjoy Life. What could your life be like if you had a financial strategy based on what is truly important to you? Imagine a strategy that would continue to meet your needs through all of the ups and downs in life. 1100 Lincoln Ave. Suite 240. San Jose, CA 95125. Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), Member FINRA.

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