Occidental Asset Management, LLC (OCCAM) is a fee-only, commission-free, Independent, Registered Investment Advisory firm. Our mission for Investors is drawn from a scientific principle: when there exist two equally viable solutions to a problem, choose the simplest. OCCAM strives to achieve this principle in understanding a Client’s goals and formulating a plan through Investment Management and Financial Planning. Simply put, we help our Clients quantify what they have, calculate what they need, chart their course, and ensure that they stay on track.My specialty is dealing with the complexities of stock concentration for high net worth individuals in the high tech/biotech industries. This involves tight coordination with Clients' estate planning attorneys and CPAs.

Investment management services. Typical Client is located in Bay Area, employed by publicly held biotech, pharmaceutical, or high tech companies. Focus areas include: stock concentration issues, diversification, achievement of long term financial goals.

Purchased by First Data Corporation (NYSE: FDC)Senior Product Marketing Manager. Responsible for next-generation payment services, competitive market analysis; used cross-functional approach among marketing, production, operations, engineering to create product/service

Purchased by Voter.com (privately held)Senior Product Marketing Manager. Positioned the company's product/service on the Internet, provided the roadmap for the products different releases, competitive market analysis, created cross-functional teams of marketing, production, operations, engineering to create product/service.

Investment management services. Provided financial services solutions to high net worth individuals in a dynamic, entrepreneurial workplace environment. Typical Client is located in Bay Area, employed by publicly held biotech, pharmaceutical, or high tech companies. Focus areas included: stock concentration issues, diversification, achievement of long term financial goals.

Responsible for large customer relationships, Wal-Mart Michael's Stores, Ben Franklin Crafts. Responsible for three warehouses of product in US & Mexico, pricing of product, quality control, integration of business post-NAFTA. Grew business over 50% in 1 year.

Consumer goods, wholesale distribution, warehousing. Responible for growing regional presence and customer base in Santa Barbara county. At the same time the company's local warehouse was transitioned to Bakersfield. Grew business 20% while maintaining prior customer base during a difficult transition to the new warehouse.

Corporate risk management. One of two risk management professionals. Created and implemented risk management and safety programs among 19 warehouse divisions in the Western U.S. and Canada. Saved company millions by lowering number of injuries and lowering experience modification industry ratio from 3.8 to .86 in 18 months.