• Occidental Asset Management, LLC

    • FINANCIAL SERVICES
    • CONSULTANTS

    About Us

    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:
    -Investment read more
    • About

      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:
      -Investment Management
      -Tax Planning
      -Estate Planning
      -Risk Management
      -Retirement Planning
      -Charitable Giving

      Discover how your Money Scripts might be affecting your financial Journey.

      Our Process
      Through a thorough process of discovery, we identify your financial health, create goals and make a plan to get you there.

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    • Whom to Contact

      • Bugra Bakan, CFP®, MBA
        Managing Partner
        Phone: (650) 204-8740
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