Awards & Recognition
Innovative Practitioner Award, 2009
Awarded to Dr. Bradley T. Klontz, Psy.D., CFP®, by the American Psychological Association for advancing the field of financial psychology.
Montgomery-Warschauer Award, 2018
Awarded to Dr. Bradley T. Klontz, Psy.D., CFP®, and co-authors by the Financial Planning Association for outstanding contributions to the Journal of Financial Planning.
Montgomery-Warschauer Award, 2021
Awarded to Dr. Bradley T. Klontz, Psy.D., CFP®, and co-authors by the Financial Planning Association for outstanding contributions to the Journal of Financial Planning.
Awards & Recognition
Occidental Asset Management is proud of the recognition our team has received for contributions to the fields of financial planning.
Awards