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.

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