Bugra Bakan
CFP®Bugra's Take
Do you need to file a from W8, is the starting point for international investors. Uncover tax consequences and clear potential landmines before moving forward through cross border investing.
Why Work With Bugra
I have been working with successful families for over 20 years, and my clients consistently describe working with me as a relationship built on trust, expertise, and open communication. They value my research-driven approach, clear explanations of complex financial decisions, responsiveness, and advice tailored to their individual goals. Most importantly, they appreciate having an advisor who listens, remains accessible, and puts their long-term interests first through changing markets.
Professional Summary
Bugra Bakan, CFP, GFP, MBA is a Registered Financial Advisor, Managing Partner at Occidental Asset Management, LLC. He started his career in finance in 2002, has worked at 6 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams. He also holds Global Financial Planner and Certified Financial Planner designations. His MBA was concentrated on Finance.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Alternative Investments
- Education Funding
- Financial Planning
- Investment Management
- Retirement Planning
- Social Security & Medicare Planning
Specializations
Biography
Buğra Bakan, MBA, CFP®, GFP, is a Managing Partner at Occidental Asset Management with more than 25 years of experience spanning retail banking, brokerage, investment management, and independent financial advisory services. As a member of the firm's leadership team, he helps shape investment strategy and financial planning while working directly with individuals and families to navigate increasingly complex financial decisions. Buğra's approach is research-driven, but highly personal. He believes successful investing requires discipline without dogmatism—the...
Other Aliases
There are no additional aliases reported.
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Posts
Written insights from Bugra.
The Most Important Decision of Retirement Planning, and Almost Always Overlooked
Whether a person can retire, and how much is available, heavily relies on this big decision: do they want to leave money to their beneficiaries? Most financial advisors focus on a well-established 4% withdrawal rate, which is assumed to be safe and carry the client during their lifetime. But, very importantly, this withdrawal rate assumes protection of principal. What if the person doesn't feel the need to leave all of their liquid net worth to next generation? What if there is no next generation to speak of? Then the math changes. The amount money needed to retire is significantly reduced, or available to spend is significantly increased. This decision affects portfolio design, withdrawal strategy, tax planning and estate planning considerations. So, before one start planning for life goals, the prerequisite to any decision is, how much do they want to earmark for their beneficiaries. If the answer is none, the golden 4% rule is out the door.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Languages
xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
Education
San Francisco State
MBA on Finance, Masters
MBA on Finance, Masters
2002
University of Marmara
Business Management, Graduate
Business Management, Graduate
1996
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Current Firm
OCCAM | YOUR MENTAL WEALTH ADVISORS | YMW ADVISORS | OCCIDENTAL ASSET MANAGEMENT, LLC
Contact Information
Main Address
301 California Drive #9, Burlingame, CA 94010Phone Number
(650) 344-1600# of Employees
15SEC notice filing (29 States and Territories)
Registered to provide investment advisory services in 29 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,101AUM (Assets Under Management)
$1,401,287,655Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
OCCAM | YOUR MENTAL WEALTH ADVISORS | YMW ADVISORS | OCCIDENTAL ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(12/11/2020)
(12/11/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2002About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bugra Bakan's CRS (Customer Relationship Summary).
Services Offered by Bugra
- Alternative Investments
- Education Funding
- Financial Planning
- Investment Management
- Retirement Planning
- Social Security & Medicare Planning
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