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Occidental Asset Management, LLC

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  • Email: info@occamllc.net
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Occidental Asset Management, LLC

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Dawn Reublin, Director of Operations

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  2. Dawn Reublin, Director of Operations

Dawn Reublin, Director of Operations

Dawn Reublin, Director of Operations

How I Like to Work With People

I like to get to know the person that I am working with, whether if it is a co-worker or client. It helps me understand what is significant to them, what their goals are, and I how can help them get there.

Areas of Focus

Living in the Southeast, my practice focus is typically entrepreneurs and executives in the field of Science and Technology.

Why I Love My Job

I genuinely care about my clients, their families and what is important to them. I try to relate to them and what they are going through at that moment, letting them know they are not alone. I love knowing I have been able to be a part of someone accomplishing their financial wealth goals.


“We make a living by what we get but we make a life by what we give”

– Winston Churchill


Education

  • Bachelors of Science from the University of Central Florida in Orlando, FL

Brief Employment History

I have over 13 years of experience in the financial brokerage industry in the Orlando area, providing excellent customer service support to client’s to assist with managing their accounts.

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Physical Address

505 Maitland Ave
Ste 1200
Altamonte Springs, FL 32701

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  • 301 California Drive, Burlingame, California 94010 United States
  • Phone: 866-520-4985
  • Email: info@occamllc.net

Occidental Asset Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that OCCAM has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, OCCAM is not engaged in the practice of law or accounting. To learn more about our firm please visit www.occamllc.net

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