Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Klontz is a Certified Financial Planner™ with Occidental Asset Management, LLC. Brad has been registered with the state of California since October 7, 2013, and is also registered in Hawaii and Washington. Brad's firm specializes in providing financial planning, selection of other advisers, and portfolio management services for individuals and high-net-worth individuals. Brad has been in the industry since October 2000 and has experience with financial planning for individuals, retirement planning and asset allocation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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HI
09/07/2016 - Present
Occidental Asset Management, LLC (LIHUE HI)
Active
Inactive
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