Occidental Asset Management
Financial ServicesCalifornia, United States11-50 Employees
At Occidental Asset Management, we believe your financial journey deserves more than a template. It deserves a personalized plan built around your unique life, values, and goals. Founded in 2001, we serve as long-term financial partners committed to understanding what matters most to you. We integrate comprehensive financial expertise with insights from behavioral finance, helping ensure your strategies not only work on paper but feel right to you. This personalized approach is designed to help you make great decisions, navigate life's changes, and stay on track toward your goals. Our Approach We help clients thrive across three core domains: holistic financial planning, investment management, and behavioral finance. Our comprehensive services include: • Investment Management • Financial Planning • Retirement Planning • Tax Planning • Wealth Accumulation • Risk Management • Estate Planning • Concentrated Equity Solutions • Financial Psychology Who We Serve Our clients come from diverse walks of life but tend to seek the same objective: a trusted financial advisor who gives them confidence that their finances support their goals. Our clients include: • Pre-Retirees & Retirees who want to turn decades of hard work into sustainable retirement income. • Families building and protecting multigenerational wealth. • Entrepreneurs navigating business transitions and the complexities of entrepreneurial wealth. • Equity Holders seeking to manage concentrated stock positions, optimize taxes, and unlock liquidity. As a fee-only, fiduciary firm, we are paid only by you and are legally and ethically bound to put your interests first. Our focus is on helping you make financial decisions that support you, not on selling products or earning commissions. We serve clients globally from locations in California, Florida, Colorado, Washington, and Hawaii.
1-888-653-2347 
support@leadiq.com 
