Occidental Asset Management

Occidental Asset Management was founded in 2001. We are a fee-only Registered Investment Advisor (RIA) and Financial Life Management firm. We help our Clients plan for their financial needs and give them advice on their investments. We help people feel safe and happy with how they manage their money.

At Occidental Asset Management, we are committed to our Clients’ overall financial health. We incorporate behavioral finance in our work with Clients, which looks at why people make the money choices they do, and Financial psychology, which looks at how we feel about money. We use our training and understanding in these fields to better serve our Clients. At Occidental Asset Management, after family and personal relationships, we believe that there is nothing more personal than your relationship with money. We want to help people learn about their own relationship with money.