Home
Who We Are
Who We Serve
What We Do
FAQ
Careers
Events
Client Login
Schedule a Call

Joey Okumura

Marketing and Operations Associate

Contact

Office: 408-357-7762

Fax: 669-999-1914

1100 Lincoln Avenue

Suite 241

San Jose, CA 95125

connect@transitionswealthadvisors.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Transitions Wealth Advisors is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advice. Investor Disclosures: https://bit.ly/KF-Disclosures

Joey Okumura

Marketing and Operations Associate

Download Contact