Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Burlingame, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
800
Avg Client Age
50
Overview

It is our belief that the best way to take care of yourself, your family, and your favorite causes begins with a healthy relationship with money and a sound blueprint for financial success. What this means is that you and your family actively contribute to planning the financial life you want and we will help you to achieve it.

At OCCAM, we facilitate a client’s financial transformation through the Your Mental Wealth™ Discovery Process. Think of this as the first stage toward building your blueprint for financial 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 OCCAM advisor.

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