Nick Maratta, MBA, CFP®, FBS®
Managing Principal
220 E Central Pkwy, Ste 3045 Altamonte Springs, FL 32701
As a Managing Partner at Occidental Asset Management, Nick is part of the leadership team guiding the overall direction of the practice. A member of the firm’s Investment Committee, he also helps design and review portfolio strategy. Nick provides ongoing financial planning and fiduciary advice to high-net-worth individuals and families, partnering with them to align their wealth with their values and vision.
With over 20 years of experience, Nick brings both deep expertise and a personalized approach to his work. Known for his approach to financial psychology, Nick helps clients make better long-term decisions by understanding the emotional side of wealth. He takes pride in simplifying their complex financial lives through proactive planning, tax-aware strategies, and legacy-minded decision-making. For him, it’s deeply rewarding to see a plan come together step by step and to know he’s played a role in helping families feel more confident, secure, and prepared for the future.
Nick lives in Winter Springs, Florida, with his wife, their two children, and their energetic golden doodle. He is a fan of mountain views and sweater weather, although Florida thought he needed palm trees and humidity instead. Nick enjoys playing tennis and basketball, traveling, and playing guitar. He’s also a food lover, especially when someone else is doing the cooking.
Education and Designations
CERTIFIED FINANCIAL PLANNER®, CFP Board
Certified Financial Behavior Specialist®, Financial Psychology Institute
MBA, Business, Crummer Graduate School of Business at Rollins College, 2003
B.A., Economics, Rollins College, 2001