{"id":"d8195967-cad3-4339-b0d4-d0fb289127fb","name":"Occidental Asset Management, Llc - San Francisco","url":"https://citybotmagic.com/us/ca/san-francisco/occidental-asset-management-llc-san-francisco/","api":"https://citybotmagic.com/api/v1/us/ca/san-francisco/occidental-asset-management-llc-san-francisco.json","category":"financial_service","categoryLabel":"Financial Service","group":"services_and_business","groupLabel":"Services & Business","address":"648 Chenery St","city":"San Francisco","state":"CA","postcode":"94131","lat":37.734659,"lon":-122.43305,"phone":"+16507457347","phoneDisplay":"(650) 745-7347","website":"https://occamllc.net","socials":[],"description":"Fee-only, fiduciary financial advisory firm offering personalized financial life planning, investment management, retirement planning, and behavioral finance expertise. Serving clients nationwide from offices in California, Colorado, Florida, Washington, and Hawaii.","services":["Financial Advisory Services","Investment Management","Financial Planning","Retirement Planning","Tax Planning","Wealth Accumulation","Risk Management","Estate Planning","Concentrated Equity Solutions","Financial Psychology"],"priceRange":"$$$$","websiteChecked":"2026-10-14","sources":[{"dataset":"BrightQuery","license":"CDLA-Permissive-2.0","updated":"2026-09-17"}]}