Occidental Asset Management, LLC
- FINANCIAL SERVICES
Optimize your Wealth Strategy
Get a clear picture of your finances and recognize key areas of impact that can be optimized to reach your goals.
Optimizing your wealth through:
Discover how your Money Scripts might be affecting your financial Journey.
Through a thorough process of discovery, we identify your financial health, create goals and make a plan to get you there.
Whom to Contact
- Bugra Bakan, CFP®, MBAManaging PartnerPhone: (650) 204-8740