James Griffin is a CFP® professional with 19 years of industry experience, currently serving at Occidental Asset Management, LLC since 2024. He previously worked at Charles Schwab Bank, SSB, Charles Schwab, and Td Ameritrade. Outside of his advisory role, he is involved in real estate through management and investment activities, including acting as a real estate agent and managing a nonprofit organization’s fund. Occidental Asset Management, LLC provides wealth management, financial planning, and portfolio management services for high-net-worth individuals and institutional clients, managing approximately $1.07 billion across roughly 900 accounts. The firm employs a range of analytical methods and utilizes third-party technology platforms to tailor investment strategies to client objectives and risk tolerances.

Manuel Ortiz Aquino is a financial advisor at Occidental Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, Charles Bank, and Charles Schwab & Co., Inc. Outside of financial advising, he owns a beach equipment rental service. Occidental Asset Management serves high-net-worth individuals and institutional clients, managing approximately $1.07 billion across around 900 accounts. The firm provides tailored wealth management and portfolio management services using a combination of fundamental, technical, and cyclical analysis, and employs both discretionary and non-discretionary strategies.

John Wilbourne is a financial advisor with Occidental Asset Management, LLC in Bellevue, WA, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Overlake Partners, Private Advisor Group, LLC, and LPL Financial. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and integrates behavioral finance concepts into client education and coaching.

Federico Londono Castillo is a financial advisor at Occidental Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has been with Occidental since 2019. Occidental Asset Management, LLC provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a variety of analytical methods tailored to client objectives and uses third-party technology platforms for portfolio implementation and management.

Andrew Cattano III is a financial advisor at Occidental Asset Management, LLC with 25 years of industry experience. He holds a Series 63 designation and has been with Occidental since 2013. Prior to that, he was associated with Acc Investment Management, Inc. since 2001. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services tailored to client objectives and risk tolerance.

Brad Klontz is a CFP® professional with 12 years of experience and is part of the team at Occidental Asset Management, LLC. He has a long tenure with Coastal Clinics, Inc., where he has been involved since 2000. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a variety of analytical methods and integrates financial psychology and behavioral finance into its client education and coaching.

Erin Hadley is a CFP® professional with 14 years of experience in the financial services industry. She has been with Occidental Asset Management, LLC since 2015. Occidental Asset Management provides wealth management, financial planning, and portfolio management services for high-net-worth individuals and institutional clients, managing approximately $1.07 billion across around 900 accounts. The firm uses a combination of fundamental, technical, and cyclical analysis, and incorporates behavioral finance expertise into client education and coaching.

Geovanni James is a financial advisor at Occidental Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has been with Occidental Asset Management since 2022. Prior to his advisory role, he was a student for ten years. Occidental Asset Management is an independent registered investment adviser managing approximately $1.07 billion for primarily high-net-worth individuals and institutional separately managed accounts. The firm offers discretionary and non-discretionary portfolio management along with wealth management and financial planning, employing a combination of fundamental, technical, and cyclical analysis tailored to client objectives and risk tolerances.

Nathan Walsh is a financial advisor at Occidental Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Occidental Asset Management and Acc Investment Management since 2013. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a mix of analytical methods and offers both discretionary and non-discretionary services, managing approximately $1.07 billion across nearly 900 separately managed accounts.

Bugra Bakan is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Occidental Asset Management, LLC since 2020 and previously spent a decade at Shield Wealth Management. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients with wealth management, financial planning, and portfolio management services. The firm customizes investment strategies using a combination of fundamental, technical, and cyclical analysis and integrates technology platforms for portfolio implementation.

Nicholas Maratta is a CFP® with 25 years of industry experience. He has been with Occidental Asset Management, LLC since 2016 and previously worked at Scottrade, Inc. for 27 years. Occidental Asset Management, LLC is an independent registered investment adviser managing over $1 billion for primarily high-net-worth individuals and institutional separately managed accounts. The firm offers discretionary and non-discretionary portfolio management, wealth management, and financial planning, using a combination of fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.

Andrew Hicks is a financial advisor at Occidental Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Occidental, he worked at New York Life Insurance Company and NYLIFE Securities LLC, and he has a background that includes roles in legal services and academia. Occidental Asset Management serves high-net-worth individuals and institutional clients with wealth management, financial planning, and portfolio management. The firm employs a range of analytical methods and technologies to tailor investment strategies according to client objectives and risk tolerance.