A complete list of active advisors currently associated with Zefan & Company, LLC

Warmer can help you find a great advisor at Zefan & Company, LLC or one who fits your needs even better.

Occidental Wealth, the trade name of Zefan & Company, LLC, provides discretionary portfolio management primarily to individuals, high‑net‑worth clients, trusts, estates and business entities that meet eligibility for performance‑based arrangements. The firm charges asset‑based management fees and, where permitted, performance‑based compensation as described in client agreements. The firm follows a top‑down investment process that evaluates macroeconomic conditions, industry trends and company fundamentals to tailor portfolios to each client’s objectives and risk tolerance, using both capital‑preservation and growth/equity‑oriented strategies. Investment implementation may include sector‑focused equity baskets, ETFs, U.S. government securities and the use of options or other derivatives for hedging and risk management, and accounts are managed on a discretionary basis. Distinctive aspects of the firm include its willingness to use performance‑based fee arrangements subject to a high‑water mark and eligibility requirements, which the brochure highlights as central to the firm’s client selection and conflict‑management policies. The firm is newly established and currently reports no assets under management, and its principal has a substantial outside employment in financial data work — a disclosed outside activity the firm says it manages through client limits, scheduling and written disclosure.

To learn more about the advisors currently working at Zefan & Company, 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.