Nick  Maratta

Nick Maratta

| MBA, CFP®

Occidental Asset Management, LLC (OCCAM)

(321) 401-6633

Contact Me

www.occamllc.net

Fee-Only Financial Planner serving the Maitland, Orlando, Winter Springs, Oviedo, Winter Park, Lake Mary, Fl, Central Florida, and all of Florida.

Specialties

  • Fee-Only Financial Planning
  • Medical Professionals
  • Financial Psychology
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Helping Clients Identify & Achieve Goals
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

Visit Us

467 Lake Howell Rd
Suite 102
Maitland, Fl 32751

Nick Maratta is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Nicholas Maratta is a Fee Only Financial planner in Maitland, Fl. Nicholas Maratta is a NAPFA-Registered Financial Advisor.

At Occidental Asset Management, LLC (OCCAM) 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. At OCCAM, 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.

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.

I specialize in helping Physicians and other Medical Professionals with unique financial challenges which include but not limited to:

  • Asset Protection Strategies
  • Debt Management
  • Cash Flow Optimization
  • Risk Management and Liability Protection
  • Tax Planning and Efficiency
  • Legacy, Wealth Transfer, and Estate Planning

I have over 15 year’s professional experience in the financial and investment services industry.  I have seen throughout my career that truly helping a client reach their financial and investment goals is by acting in a fiduciary capacity. This means you are always putting your clients interest first.  I am a Certified Financial Planner™, which obliges me to be a fiduciary and uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics.

If you could use a financial guide, feel free to contact me so we can get acquainted and discuss how I may be able to help.