Bradley Klontz (CFP®)

Bradley Klontz focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Professional Athletes or Entertainers

Planning Specialties

Dr. Brad Klontz, Psy.D., CFP®  is a Partner of Occidental Asset Management, LLC, a co-founder of the Financial Psychology Institute™ and the Certified Financial Behavior Specialist™ (FBS™) designation, and the author of 5 books on financial psychology, including Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health (Broadway Business, 2009) and Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists, 2nd Edition (NUCO, 2016).

Dr. Klontz is a financial planner, financial psychologist and an Associate Professor of Practice in Financial Psychology and Behavioral Finance at Creighton University Heider College of Business.  He is also a Fellow of the American Psychological Association and a Former President of the Hawaii Psychological Association.

Dr. Klontz has a passion for helping individuals and families understand their relationships with money and assist them in their financial transformation by providing ongoing guidance and financial planning. Helping people meet their financial, business, relationship, and other life goals is what drives him every day.

NAPFA Start Date

September 07, 2016


This 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
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