Erin  Hadley

Erin Hadley

| CFP®

Occidental Asset Management

650.344.1600

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Fee-Only Financial Planner serving the Greater San Francisco Bay area

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

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648 Chenery St.
San Francisco, CA 94131

301 California Dr
# 9
Burlingame, CA 94010

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Erin Hadley is a San Francisco, CA Fee-Only Financial Planner serving the entire region. Occidental Asset Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Erin Hadley is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Erin Hadley has been a Managing Partner of OCCAM since February of 2016. Erin has worked with high net worth client for 10 years. Erin’s duties include diversification services for high net worth individuals She received her Certificate in Personal Financial Planning from the University of California at Berkeley and her bachelor’s degree at the University of Florida.

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Occidental Asset Management (OCCAM) is an independent, fee-only, Registered Investment Advisory firm. OCCAM, strives to provide simplicity to empower our Clients. Our goal is to help Clients find the most efficient path toward their desired outcomes. We serve as fiduciaries, providing customized and comprehensive investment advisory solutions to private Clients, Families and Foundations.

OCCAM recognizes that portfolios are influenced not just by economic factors, but also by market psychology. Our approach to asset management takes investor psychology into account, and the Your Mental Wealth ™ Discovery Process enables us get a more comprehensive view of our Clients’ risk tolerance and goals. Simply put, by leveraging our expertise in asset management, financial planning, and behavioral finance, OCCAM helps Clients quantify what they have, calculate what they need, chart their course, avoid behavioral investment mistakes, and stay on track.

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