Occidental Asset Management, LLC
Occidental Asset Management, LLC (CRD# 168650) is a financial advisory firm headquartered in Burlingame, CA. They manage $625,459,642 in 1,455 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management625MILLION
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Total Number of Accounts1,455ACCOUNTS
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Average Account Value$429,869
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, HI, IN, LA, NM, PA, SC, TX, WA
Bugra Bakan (CRD# 4524172) 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.
Andrew Cattano (CRD# 2541078) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has over 29 years of experience in the finance industry.
James Griffin (CRD# 5180016) 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.
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.
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.
Nicholas Maratta (CRD# 3241817) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Winter Springs, FL and has over 22 years of experience in the finance industry.
Nathan Walsh (CRD# 3076905) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has over 25 years of experience in the finance industry.
John Wilbourne (CRD# 2426039) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Bellevue, WA and has over 30 years of experience in the finance industry.
Geovanni James (CRD# 7791532) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has 1 year of experience in the finance industry.
Federico Londono Castillo (CRD# 7200770) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Altamonte Springs, FL and has over 4 years of experience in the finance industry.