Talk to My Team
If you’ve found your way here from social media, welcome.
Most people know me as a financial psychologist, researcher, and educator. What many don’t realize is that I also serve as Managing Principal of Occidental Asset Management, where our team manages over $1 billion in assets for successful individuals and families.
I believe great wealth management is about more than investments. It’s about helping people make better financial decisions, reduce costly behavioral mistakes, and build a life that aligns with what matters most.
To provide every client receives highly personalized service, we currently work with families who have $5 million or more in investable assets.
If that sounds like the right fit, we’d be honored to start a conversation.
Dr. Brad Klontz, Psy.D., CFP®