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Brad K
CFP®
Lihue, HI
Occidental Asset Management, LLC
Brad Klontz is a CFP® professional with 13 years of experience, currently serving at Occidental Asset Management, LLC in Lihue, HI. He has worked at Coastal Clinics, Inc. since 2000. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, offering wealth management, portfolio management, and comprehensive financial planning services. The firm employs fundamental, technical, and cyclical analysis and typically acts on a discretionary basis to implement tailored investment plans.
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