Erin Hadley


Occidental Asset Management

Financial Advisor

Erin Hadley


Occidental Asset Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Erin Hadley, CFP®

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

Erin Hadley is a Burlingame, CA fee-only financial planner. Occidental Asset Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Erin Hadley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 301 California Dr
    # 9
    Burlingame, CA 94010
  • 648 Chenery St.
    San Francisco, CA 94131

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser