Geovanni James
Occidental Asset Management · Burlingame, California
Geovanni James is a fee-only financial advisor at Occidental Asset Management in Burlingame, California. Geovanni 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 FL · CRD 7791532 |
| Exams passed | Series 65 (2023) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | occidentalasset.com |
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Questions about Geovanni
Is Geovanni James a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geovanni 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 Geovanni charge for financial advice?
Geovanni charges an ongoing planning fee.
How much does Geovanni charge?
According to Occidental Asset Management's website, checked October 30, 2026: a $500,000 asset minimum.
Does Geovanni work with clients virtually?
Yes. Occidental Asset Management says on its website that it works with clients remotely.
Where is Geovanni James based?
Geovanni James is based in Burlingame, California.
What does Geovanni specialize in?
Geovanni's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning and founders (pre-exit). Geovanni works with retirees, pre-retirees, multi-generational families, founders and tech employees.
Is Geovanni James registered with the SEC?
Yes. Geovanni James is registered as an investment adviser representative in FL (CRD 7791532), 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 Geovanni James?
Through Geovanni'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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