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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
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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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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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.

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