Occidental Asset Management, LLC (OCCAM) Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Founded in 2001, YMW Advisors, a fee-only, Registered Investment Advisor and Financial Life Management firm that provides our clients with financial planning and investment advisory services.

We are committed to our clients’ overall financial health through our training and practice of behavioral finance and financial psychology. We believe there is nothing more personal than a person’s relationship with money, other than family and personal relationships. We want to help educate people so they have a healthy  relationship with money.

Find Occidental Asset Management, LLC (OCCAM) employees' phone numbers or email addresses

Occidental Asset Management, LLC (OCCAM) Global Highlights

North America
13

United States Of America
13

Occidental Asset Management, LLC (OCCAM)'s Leadership

D. R.
Vice President Operations
Mobile Phone
Email
J. G.
Managing Partner
Mobile Phone
Email
N. M.
Managing Partner
Mobile Phone
Email
K. A.
Director Of Operations
Mobile Phone
Email
B. K.
Managing Principal
Mobile Phone
Email
G. J.
Financial Planner
Mobile Phone
Email

Contact profiles from Occidental Asset Management, LLC (OCCAM)

Name

Title

Contact Info

Location

Last Update

J. G.
Managing Partner
Mobile Phone
Email
United StatesFlorida
Dec 12, 2024
N. M.
Managing Partner
Mobile Phone
Email
United StatesFlorida
Oct 26, 2025
D. R.
Vice President Operations
Mobile Phone
Email
United StatesFlorida
May 10, 2024
K. A.
Director Of Operations
Mobile Phone
Email
United States
Nov 11, 2025
B. K.
Managing Principal
Mobile Phone
Email
United StatesColorado
Oct 25, 2025
G. J.
Financial Planner
Mobile Phone
Email
United StatesFlorida
Nov 12, 2025

Frequently Asked Questions

What is Occidental Asset Management, LLC (OCCAM) known for?

Occidental Asset Management, LLC (OCCAM) was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 301 California Drive, #9; you can contact the main corporate office by phone at

+1-650-344-****

. Explore Occidental Asset Management, LLC (OCCAM)'s company overview page for more information.

What is Occidental Asset Management, LLC (OCCAM)'s most common email format?

Occidental Asset Management, LLC (OCCAM) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Occidental Asset Management, LLC (OCCAM) email formats with LeadIQ.

How many employees does Occidental Asset Management, LLC (OCCAM) have currently?

Occidental Asset Management, LLC (OCCAM) has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Occidental Asset Management, LLC (OCCAM)'s key employees and leadership?

As of December 2025, Occidental Asset Management, LLC (OCCAM)'s key employees include:

Vice President Operations: D. R.
Managing Partner: J. G.
Managing Partner: N. M.
Director Of Operations: K. A.
Managing Principal: B. K.

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