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

Nick Maratta, MBA, CFP®, FBS®

Managing Principal

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James Griffin, MBA, CFP®
Orlando Office Kristen Luke 11/14/25 Orlando Office Kristen Luke 11/14/25

James Griffin, MBA, CFP®

Managing Principal

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Manny Ortiz, MBA, CFP®
Orlando Office Kristen Luke 11/14/25 Orlando Office Kristen Luke 11/14/25

Manny Ortiz, MBA, CFP®

Managing Partner

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Geovanni James, CFP®
Orlando Office Kristen Luke 10/31/25 Orlando Office Kristen Luke 10/31/25

Geovanni James, CFP®

Financial Planner

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Federico Londono Castillo, CFP®
Orlando Office Kristen Luke 10/31/25 Orlando Office Kristen Luke 10/31/25

Federico Londono Castillo, CFP®

Financial Planner

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Andrew Hicks, J.D.
Orlando Office Kristen Luke 10/30/25 Orlando Office Kristen Luke 10/30/25

Andrew Hicks, J.D.

Financial Planner

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Dawn Reublin
Orlando Office Kristen Luke 10/28/25 Orlando Office Kristen Luke 10/28/25

Dawn Reublin

Vice President of Operations

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Kelly Andreala
Orlando Office Kristen Luke 10/27/25 Orlando Office Kristen Luke 10/27/25

Kelly Andreala

Director of Operations

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What’s Your Money Script?

Contact us:

Phone: (866) 520-4985
Email: info@occamllc.net

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
(808) 445-9510

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Privacy

Form ADV Part 2

Form CRS | General Disclosure

Accessibility

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.