Occidental Asset Management, founded in 2001, is a fee-only registered investment advisor dedicated to prioritizing clients’ financial health. As fiduciaries, they focus exclusively on their clients' best interests, providing independent financial guidance free from external commissions. Their holistic approach integrates investment strategy, planning expertise, and behavioral finance, allowing clients to achieve a sustainable financial future.

Occidental offers a range of services including financial coaching to help manage emotional decisions during market volatility, creating efficient spending strategies for long-term lifestyle maintenance, and tax-smart planning to optimize after-tax returns. They also emphasize cost-effective implementation using strategies like ETFs, along with portfolio rebalancing and risk management.

The firm prides itself on building trust-based relationships, ensuring that each financial decision aligns with clients' personal goals. Committed to making a difference, Occidental also donates a portion of profits to charitable foundations. This comprehensive and personalized service empowers clients to feel confident about their finances and achieve lasting results.