Welcome to Occams Wealth

We are proudly serving in LA County, Orange County, Long Beach, CA, and nearby areas.

What We Do

Our team is here and ready to empower you by giving you the necessary resources needed to equip and achieve your financial goals.

Click the button below to learn more in detail about our many professional services available in and around LA County and Orange County, CA.

SAVE ON TAXES

GROW YOUR MONEY

PROTECT YOUR ASSETS

Federal, State & Local Tax Solutions
Personal Tax Solutions
Tax Representation
Employee Benefit Compliance
Business Tax Planning & Consulting

Retirement Planning
Estate Planning
Education Funding
Liability Management
Investment Planning

Home & Auto Insurance
Life/Health Insurance
Disability/Long-term Care Insurance
Business Insurance
Travel/Identity Theft Insurance

Interested In Our Services?

What Our Clients Say About Us