Your Financial Journey Deserves More Than a Template

At Occidental, you are never a number. Partner with us for financial life planning that puts you at the center.

You’re juggling a complex financial picture without a clear understanding of how it all should work together to support the life you want. You may:

Feel unsure if the choices you’re making are the right ones or if your current plan will hold up as life changes
Know your life is unique, and believe your financial plan should be too
Want comprehensive solutions that bring all the pieces together in one clear plan

At Occidental Asset Management, we start with you: your life today, your vision for tomorrow, your concerns, and your dreams. From there, we build personalized strategies to connect every part of your financial world into a cohesive plan that can adapt as your life evolves.

Bringing the Pieces Together into a Plan Built for You

Your Financial Plan in Action

We believe great planning begins with asking the right questions and truly hearing the answers. From there, we craft strategies that reflect your values, goals, and life transitions. Your financial plan:

Is Centered on You. More than numbers, it reflects what matters most: your values, your dreams, your goals.
Provides Flexibility for When Life Happens. Life rarely goes as planned, so your plan is built to pivot with you.
Puts You in the Driver’s Seat. You set the destination, and we provide the strategies and guidance to help you get there.

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Who We Serve

We work with people who want more than a fill-in-the-blank plan. They want a financial life plan designed for them.

Pre-Retirees & Retirees

Your years of hard work brought you here. Now use what you’ve built to support your next chapter.
Families

Your care built something meaningful. Now help it support the generations to come.
Entrepreneurs & Equity Holders

Your vision creates unique opportunities and complexities. Now get guidance to help turn your success into lasting wealth.

How to Get Started

Every meaningful plan begins with a conversation. Here’s how we’ll get started together.

1

Get to Know You

We start by listening. We’ll learn about your financial picture: your situation, goals, and concerns.

2

Share Our Approach

We’ll walk you through how our fiduciary commitment and personalized planning can help you.

3

Outline Next Steps

Together, we’ll decide if we’re the right fit and map out the first steps of your financial life plan.

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Our Services

Design and manage diversified portfolios to help grow your wealth while balancing risk.
Build a personalized plan that connects your finances to the life you want to live.
Prepare for income security and lifestyle after work.
Improve tax efficiency to help you keep more of your money.
Grow your wealth through saving and investing strategies.
Safeguard what you’ve built with strategies to protect against financial loss.
Plan how your assets will be passed on to protect your legacy and loved ones.
Strategize around large stock positions to manage risk, unlock liquidity, and optimize taxes.
Understand and master your money mindset, for those seeking deeper insight.

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About Occidental Asset Management, LLC

Founded in 2001, Occidental Asset Management was designed to be a long-term partner, not a one-time advisor. Our approach blends our advisors’ financial expertise with insights from behavioral finance and financial psychology. We help you understand how you think and feel about money so your strategies not only work on paper but feel right to you, making it easier to stay on track as life evolves.

We help Clients thrive across three core domains:

Holistic Financial Planning: Integrated strategies that avoid siloed decision-making, with guidance on tax efficiency, estate planning, distribution strategies, and access to a personal financial dashboard. We work hand-in-hand with your tax and legal professionals, or provide referrals as needed.
Comprehensive Investment Management: In-house tactical portfolios, risk-adjusted strategies, customizable portfolios, and objective market indicators.
Behavioral Finance Expertise: Insights into market psychology and investor behavior to better navigate market cycles.

As a fee-only, fiduciary financial advisory firm, we are paid only by you and are legally and ethically bound to put your interests first. That means our focus is on helping you make financial decisions that support you, not on selling products or earning commissions.

We serve Clients nationwide from our offices in the San Francisco Bay Area, California; Boulder, Colorado; and the greater Orlando area, Florida.

Are We the Right Fit for You?

We may be a good fit if you:

Want an ongoing relationship with an advisor who understands the full scope of your financial life
Appreciate proactive planning and open communication as your life evolves
Value a long-term partnership built on trust, care, and connection
Have investable assets of $500,000 or more

If this sounds like you, we’d love to hear your story and explore how we can help you build a financial life plan designed around your life.

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Ready to Take the Next Step?

Ready to stop wondering how all the pieces fit together? Take the first step toward a personalized financial plan tailored to your goals and flexible enough for life’s changes.

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