Occidental Asset Management, LLC
Business details
- Category
- Financial Services · Financial planner, Investment company
- Address
- 301 California Dr #9, Burlingame, CA 94010
- Phone
- (650) 409-3888
- Website
- occidentalasset.com
- County
- San Mateo County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At Occidental Asset Management, LLC, we help families and individuals across Burlingame and the Peninsula plan, invest and protect the wealth they have worked hard to build. We offer financial planning and investment management tailored to each client's goals, timeline and comfort with risk.
Our approach is to take the time to understand your full financial picture before recommending any strategy. We aim to make complex money decisions feel clear, so you always know where you stand and why.
Whether you are saving for retirement, preparing for a major life change or managing investments you already hold, we are here to guide you.
Learn more and get in touch through our website.
Our approach is to take the time to understand your full financial picture before recommending any strategy. We aim to make complex money decisions feel clear, so you always know where you stand and why.
Whether you are saving for retirement, preparing for a major life change or managing investments you already hold, we are here to guide you.
Learn more and get in touch through our website.