Occident Wealth Management

Our mission is to partner with our clients to create a proactive team, inspiring you to reach your fullest financial potential. As your trusted advisor, we achieve this by providing a unique, comprehensive, and holistic financial plan with simple steps of execution designed to align your actions with your intentions. Create the habits today to live your best future tomorrow.

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At Occident Wealth Management, our process is goal focused and planning driven.

WHY DO I NEED A WEALTH MANAGEMENT ADVISOR?

With proper financial planning, can positively impact you and your family for generations to come. Every decision you make from can impact your future, and we are here to help steer you in the right direction.

Everyone’s process is unique – just like you.

If you are a professional athlete or coach, click here.

If you are a medical professional, click here.

If you are a corporate or business professional, click here.

If you own your own business, click here.


News & Events

Financial Literacy in the NFL

Occident Wealth Management  is honored to partner with NFL teams to provide financial literacy education. Currently we work with the Los Angeles Chargers, San Francisco 49ERS, Oakland Raiders, Detroit Lions, and Tennessee Titans.  It is a privilege to impact these young athletes and help lay the foundation to create generational wealth.

Financial Literacy in the NFL
Financial Literacy in the NFL
Financial Literacy in the NFL

COVID-19 Update

No one could have predicted the impact the novel coronavirus is having on our lives today. You may have questions about what this all means for you and your family, for the economy and your finances.

While much is uncertain right now, times like this are why I believe so strongly in how we build financial plans and the strength of Northwestern Mutual as a company. No matter what happens in the stock market, the guarantees of Northwestern Mutual insurance products remain a stable part of your financial plan. Our clients see the clear advantage of owning both permanent life insurance and investments.

At Occident Wealth Management we are all currently working remotely, but here to answer your questions via email, phone or Zoom. Please continue to reach out to us at any time!

Click here to read more about the latest at Occident Wealth Management.


Football Finances

A lifelong football fan, Didier was honored to present to the NFL recently. Combining his passion for athletics and financial planning, he spoke to the players and coaches about wealth management and organizing your habits.

Football Finances

Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision.

Occident Wealth Management

Didier Occident
Wealth Management Advisor


Occident Wealth Management

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.