Business Information
Occidental Asset Management is a Registered Investment Advisor (RIA) providing fee-only, fiduciary financial advisory services to clients throughout the San Francisco Bay Area and Silicon Valley. From comprehensive financial planning and disciplined investment management to retirement planning and tax-efficient strategies, we help clients make confident decisions about their wealth. 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 that evolve with their lives.

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

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