Occidental Asset Management, LLC

Occidental Asset Management, LLC (CRD# 168650) is a financial advisory firm headquartered in Burlingame, CA. They manage $165,000,000 in 400 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $412,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, HI, TX, WA

Financial Advisors at Occidental Asset Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Erin A. Hadley
CRD#: 5961325
301 California Drive #9, Burlingame, CA 94010
101
Wealthminder
score

Erin Hadley (CRD# 5961325) is an Investment Advisor Representative at Occidental Asset Management, LLC in Burlingame, CA and has over 9 years experience in the finance industry.

 

Erin Hadley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Nicholas J. Maratta
CRD#: 3241817
Winter Springs, FL
96
Wealthminder
score

Nicholas Maratta (CRD# 3241817) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Winter Springs, FL and has over 15 years of experience in the finance industry. Nicholas Maratta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew C. Cattano
CRD#: 2541078
301 California Drive #9, Burlingame, CA 94010
93
Wealthminder
score

Andrew Cattano (CRD# 2541078) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has over 22 years of experience in the finance industry.

4
Brian A. Davis
CRD#: 4075036
Altamonte Springs, FL
93
Wealthminder
score

Brian Davis (CRD# 4075036) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Altamonte Springs, FL and has over 16 years of experience in the finance industry.

5
Nathan H. Walsh
CRD#: 3076905
301 California Drive #9, Burlingame, CA 94010
93
Wealthminder
score

Nathan Walsh (CRD# 3076905) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has over 17 years of experience in the finance industry.

6
Brad T. Klontz
CRD#: 6256625
Lihue, HI
90
Wealthminder
score

Brad Klontz (CRD# 6256625) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Lihue, HI and has 1 year of experience in the finance industry. Brad Klontz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Youxi Zeren
CRD#: 6483057
301 California Drive #9, Burlingame, CA 94010
87
Wealthminder
score

Youxi Zeren (CRD# 6483057) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has 1 year of experience in the finance industry.

8
John C. Wilbourne
CRD#: 2426039
35 100th Ave Ne, Bellevue, WA 98004
83
Wealthminder
score

John Wilbourne (CRD# 2426039) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Bellevue, WA and has over 22 years of experience in the finance industry.

9
Jason F. Jeung
CRD#: 2690182
301 California Drive #9, Burlingame, CA 94010
58
Wealthminder
score

Jason Jeung (CRD# 2690182) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has over 20 years of experience in the finance industry.

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