Business Information
Occidental Asset Management is a Registered Investment Advisor (RIA) in Bellevue, Washington, providing fee-only, fiduciary financial advisory services to residents throughout the Seattle and greater Eastside areas. We offer comprehensive financial planning, investment management, retirement planning, tax strategies, and estate planning guidance tailored to the needs of individuals and families in the Pacific Northwest and nationwide. Our approach blends traditional financial expertise with behavioral finance, helping clients understand how they think and feel about money and using that insight to design strategies aligned with their evolving lives.

Opening Times
Mon-Fri 8am-5pm, Sat-Sun Closed

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