Your Mental Wealth Advisors™

At Your Mental Wealth Advisors™, (Occidental Asset Management, LLC) we are a fee-only, Registered Investment Advisory and Financial Life Management firm that provides its clients with financial planning and investment advisory services. We are committed to our Clients’ overall financial health through our training and practice of behavioral finance and financial psychology. We believe other than family and personal relationships, there is nothing more personal than a person’s relationship with money. We want to help educate people regarding their relationship with money.

We help people understand their views of money and then assist them through the transformation of their financial life.

Our Process

We facilitate a client’s financial transformation through the Your Mental Wealth™ Discovery Process. Think of it as the first stage toward building your Blueprint for success. Throughout the process you will gain a better awareness of your approach to financial decision-making; clarify your values and goals; and receive actionable guidance from your Your Mental Wealth Advisors™ advisor.

Through the Your Mental Wealth™ Discovery Process, created by the country’s leading Financial Psychologists Dr. Brad Klontz and Dr. Ted Klontz, our Advisors take the time to understand what you value most – whether it is financial security, family harmony, career advancement, asset protection, career retirement, or all the above.


Advisors at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices


This Office

505 Maitland Ave Ste 1200 Altamonte Springs, FL 32701-6306 Phone: (321) 401-6633

Primary Office

648 Chenery St San Francisco, CA 94131-3034 Phone: 650-344-1600

Other Offices

301 California Dr Ste 9 Burlingame, CA 94010-4142 Phone: (866) 520-4985
505 Maitland Ave Ste 1200 Altamonte Springs, FL 32701-6306 Phone: (321) 401-6633
2970 Kele St Ste 112C Lihue, HI 96766-1822 Phone: (808) 346-0605
35 100th Ave NE Bellevue, WA 98004-5629 Phone: (425) 440-0122