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Nicholas M
CFP®, Series 63
Winter Springs, FL
Occidental Asset Management, LLC
Nicholas Maratta is a CFP® professional with 25 years of industry experience. He has been with Occidental Asset Management, LLC since 2016 and previously worked at Scottrade, Inc. since 1999. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients by providing wealth management, portfolio management, and comprehensive financial planning through a 12-advisor team across six offices. The firm employs a discretionary approach using fundamental, technical, and cyclical analysis, and utilizes automated platforms for portfolio rebalancing and tax-loss harvesting.
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