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Occidental Asset Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Occidental Asset Management is a financial services firm focused on delivering personalized financial planning and investment management. The company emphasizes aligning strategies with clients’ life circumstances, values, and goals, integrating behavioral finance insights to support decisions that feel appropriate in addition to performing on paper. Its offerings span holistic planning, retirement and tax planning, wealth accumulation, risk and estate planning, concentrated equity solutions, and financial psychology, all designed to help clients navigate life changes and stay on track toward their objectives. The firm serves a diverse client base—including pre-retirees, families building multigenerational wealth, entrepreneurs, and equity holders managing concentrated stock—while operating as a fee-only fiduciary that prioritizes client interests and avoids product selling or commissions. Based in California with additional locations across several states, Occidental Asset Management serves clients globally and has been in operation since 2001.

Find Occidental Asset Management employees' phone numbers or email addresses

Occidental Asset Management Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Occidental Asset Management's Leadership

  • Vice President Operations at Occidental Asset Management
    D. R.
    Vice President Operations
    Mobile Phone
  • Managing Partner at Occidental Asset Management
    J. G.
    Managing Partner
    Mobile Phone
  • Managing Partner at Occidental Asset Management
    M. O.
    Managing Partner
    Mobile Phone
  • Managing Partner at Occidental Asset Management
    N. M.
    Managing Partner
    Mobile Phone
  • Financial Advisor at Occidental Asset Management
    F. L.
    Financial Advisor
    Mobile Phone
  • Financial Planner at Occidental Asset Management
    G. J.
    Financial Planner
    Mobile Phone

Occidental Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Finance

Contact profiles from Occidental Asset Management

Name
Title
Contact
Location
Last Update
  • Managing Partner at Occidental Asset Management
    J. G.
    Managing Partner
    Mobile Phone
    United States, Florida
    Jun 27, 2026
  • Managing Partner at Occidental Asset Management
    M. O.
    Managing Partner
    Mobile Phone
    United States, Florida
    Apr 16, 2026
  • Managing Partner at Occidental Asset Management
    N. M.
    Managing Partner
    Mobile Phone
    United States, Florida
    Jun 08, 2026
  • Vice President Operations at Occidental Asset Management
    D. R.
    Vice President Operations
    Mobile Phone
    United States, Florida
    Jun 02, 2026
  • Financial Advisor at Occidental Asset Management
    F. L.
    Financial Advisor
    Mobile Phone
    United States, Florida
    Jan 27, 2026
  • Financial Planner at Occidental Asset Management
    G. J.
    Financial Planner
    Mobile Phone
    United States, Florida
    May 29, 2026

Frequently Asked Questions

What is Occidental Asset Management known for?

Minus sign iconPlus sign iconOccidental Asset Management was founded in 2001 and operates in the Financial Services industry. You can contact Occidental Asset Management's main corporate office by phone at
+1-650-344-****
. Explore Occidental Asset Management's company overview page for more information.

What is Occidental Asset Management's most common email format?

Minus sign iconPlus sign iconOccidental Asset Management employees' email format typically follows the pattern of FLast@occamllc.net. Trying to find reliable and up-to-date employee contact data? Find more Occidental Asset Management email formats with LeadIQ.

How many employees does Occidental Asset Management have currently?

Minus sign iconPlus sign iconOccidental Asset Management has approximately 17 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Occidental Asset Management's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Occidental Asset Management's key employees include:

  • Vice President Operations: D. R.
  • Managing Partner: J. G.
  • Managing Partner: M. O.
  • Managing Partner: N. M.
  • Financial Advisor: F. L.

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