Andrew Cattano
Occidental Asset Management · Burlingame, California
Andrew Cattano is a fee-only financial advisor at Occidental Asset Management in Burlingame, California. Andrew charges an ongoing planning fee (a $500,000 asset minimum) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
- Founders
- Tech employees
- Executives
- Ultra high net worth
Facts
| Firm | Occidental Asset Management |
|---|---|
| Based in | Burlingame, California |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.40B across 2,101 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2541078 |
| Exams passed | Series 63 (1994) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | occidentalasset.com |
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Questions about Andrew
Is Andrew Cattano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Occidental Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew charges an ongoing planning fee.
How much does Andrew charge?
According to Occidental Asset Management's website, checked October 30, 2026: a $500,000 asset minimum.
Does Andrew work with clients virtually?
Yes. Occidental Asset Management says on its website that it works with clients remotely.
Where is Andrew Cattano based?
Andrew Cattano is based in Burlingame, California.
What does Andrew specialize in?
Andrew's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning and founders (pre-exit). Andrew works with retirees, pre-retirees, multi-generational families, founders and tech employees.
Is Andrew Cattano registered with the SEC?
Yes. Andrew Cattano is registered as an investment adviser representative in CA and TX (CRD 2541078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Occidental Asset Management manage?
Occidental Asset Management reports $1.40B across 2,101 accounts in assets under management.
How do I contact Andrew Cattano?
Through Andrew's website, occidentalasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Occidental Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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