Occidental Asset Management
Fee-Only Financial Planner serving the Greater San Francisco Bay area
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.
Erin Hadley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Erin Hadley is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Erin Hadley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Erin Hadley
301 California Dr
Burlingame, CA 94010
648 Chenery St.
San Francisco, CA 94131