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Occidental Asset Management
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Who We Help
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Occidental Asset Management
About
How We Help
Who We Help
Insights
Let's Talk
Client Login
About
How We Help
Who We Help
Insights
Let's Talk
Client Login
A. Charles Cattano III, MBA, FBS®
Burlingame Office Occidental Asset Management 11/21/25 Burlingame Office Occidental Asset Management 11/21/25

A. Charles Cattano III, MBA, FBS®

Managing Principal & Founder

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Nathan Hatton Walsh
San Francisco Office Occidental Asset Management 11/21/25 San Francisco Office Occidental Asset Management 11/21/25

Nathan Hatton Walsh

Managing Principal & Founder

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Dr. Brad Klontz, Psy.D., CFP®
Boulder Office, Hawaii Occidental Asset Management 11/21/25 Boulder Office, Hawaii Occidental Asset Management 11/21/25

Dr. Brad Klontz, Psy.D., CFP®

Managing Principal & Founder

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Nick Maratta, MBA, CFP®, FBS®
Orlando Office Occidental Asset Management 11/14/25 Orlando Office Occidental Asset Management 11/14/25

Nick Maratta, MBA, CFP®, FBS®

Managing Principal

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James Griffin, MBA, CFP®
Orlando Office Occidental Asset Management 11/14/25 Orlando Office Occidental Asset Management 11/14/25

James Griffin, MBA, CFP®

Managing Principal

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Manny Ortiz, MBA, CFP®
Orlando Office Occidental Asset Management 11/14/25 Orlando Office Occidental Asset Management 11/14/25

Manny Ortiz, MBA, CFP®

Managing Partner

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Erin Hadley, CFP®
San Francisco Office Occidental Asset Management 11/7/25 San Francisco Office Occidental Asset Management 11/7/25

Erin Hadley, CFP®

Managing Partner

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Buğra Bakan, MBA, CFP®, GFP
San Francisco Office Occidental Asset Management 11/7/25 San Francisco Office Occidental Asset Management 11/7/25

Buğra Bakan, MBA, CFP®, GFP

Managing Partner

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John Wilbourne
Bellevue, Ponte Vedra Office Occidental Asset Management 11/7/25 Bellevue, Ponte Vedra Office Occidental Asset Management 11/7/25

John Wilbourne

Managing Partner

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Geovanni James, CFP®
Orlando Office Occidental Asset Management 10/31/25 Orlando Office Occidental Asset Management 10/31/25

Geovanni James, CFP®

Financial Planner

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Federico Londono-Castillo, CFP®
Orlando Office Occidental Asset Management 10/31/25 Orlando Office Occidental Asset Management 10/31/25

Federico Londono-Castillo, CFP®

Senior Financial Advisor

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Andrew Hicks, J.D.
Orlando Office Occidental Asset Management 10/30/25 Orlando Office Occidental Asset Management 10/30/25

Andrew Hicks, J.D.

Financial Planner

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Melinda Saunders
Burlingame Office Occidental Asset Management 10/29/25 Burlingame Office Occidental Asset Management 10/29/25

Melinda Saunders

Head of Finance

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Dawn Reublin
Orlando Office Occidental Asset Management 10/28/25 Orlando Office Occidental Asset Management 10/28/25

Dawn Reublin

Vice President of Operations

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Kelly Andreala
Orlando Office Occidental Asset Management 10/27/25 Orlando Office Occidental Asset Management 10/27/25

Kelly Andreala

Director of Operations

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What’s Your Money Script?

Contact us:

Phone: (866) 520-4985
Email: team@occidentalasset.com

California
301 California Drive, Suite 9, Burlingame, CA 94010 | (866) 520-4985
648 Chenery Street, San Francisco, CA 94131 | (650) 409-3888

Colorado
3550 Frontier Avenue, Suite D, Boulder, CO 80301 | (866) 520-4985

Florida
822 N A1A Highway, Suite 310, Ponte Vedra Beach, FL 32082 | (425) 440-0122
220 E Central Parkway, Suite 3045, Altamonte Springs, FL 32701 | (321) 401-6633

Washington
1400 112th Avenue, Bellevue, WA 98004 | (866) 520-4985

Hawaii
2975 Haleko Road, Suite 307, Lihue, HI 96766 | (808) 445-9510

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FAQs

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

© 2026 Occidental Asset Management, LLC.