A complete list of active advisors currently associated with Occidental Asset Management, LLC

Warmer can help you find a great advisor at Occidental Asset Management, LLC or one who fits your needs even better.

Occidental Asset Management, LLC is an independent registered investment adviser managing about $1.07 billion on behalf of roughly 908 clients, primarily high-net-worth individuals and institutional separately managed accounts. The firm provides discretionary and non-discretionary portfolio management alongside wealth management and financial planning services, and may engage sub‑advisors for parts of client portfolios. The firm tailors investments to clients’ objectives, risk tolerances, and liquidity needs and applies a mix of fundamental, technical (including charting), and cyclical analysis in its strategies, with the ability to use long‑ and short‑term trades, options, and margin when appropriate. Accounts are monitored on a continuous basis with periodic rebalancing and, for accounts on its Schwab-powered platform, automated rebalancing and eligible tax‑loss harvesting; the firm generally requires a $500,000 account minimum but may waive it. Distinctive operational features include a multi‑office footprint (five offices) and a 12‑advisor team managing over $1 billion—a scale and geographic spread that are less common among similar team firms. The firm’s client mix excludes non‑high‑net‑worth retail individuals, and it notes internal expertise in behavioral finance/financial psychology and use of technology platforms (including Schwab’s Institutional Intelligent Portfolios) to deliver portfolio management and held‑away participant account services.

To learn more about the advisors currently working at Occidental Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.