Crystal Oculee

Chief Financial Strategist

Certified Tax Specialist®
Certified Income Specialist®
Certified National Social Security Advisor®
Certified Estate and Trust Specialist®
Certified Annuity Specialist®
Certified Fund Specialist®

Crystal oversees and monitors the company’s financial activities and manages all Confidence Wealth Management real estate and facilities. In addition to her role as the Chief Financial Strategist, Crystal is the author of Money Confidence: Advice for Women to Take Control of Their Financial Freedom Now and Your Personal Money Diary.

She is an experienced licensed retirement income strategist and a national financial motivational speaker. She is also a TV and radio personality who has appeared on CBS News, Fox Business, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has also been featured in publications such as Entrepreneur, Yahoo! Finance and Redbook.

My Journey: Escaping a War-Torn Country

Get to know our Chief Financial Strategist Crystal Oculee on a personal level.

You are the CEO of your money

-Crystal Oculee

Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.

In a world where many women often feel at a loss when it comes to their finances, Crystal Oculee empowers them with the tools and confidence they need to get the results they’re seeking. She is passionate about helping women deal with the unique financial challenges they face. With a deep understanding of women’s issues and a passion for change, she has taught thousands of women to take positive action in their lives and stand up for themselves, their money, and their futures.

Crystal is also Vice Chairman of the Board of The Money Confidence Global Women Initiative. She strongly supports the financial education of women worldwide.

On a personal note, besides spending time with her family, Crystal enjoys horseback riding in her free time. Her hobbies also include watching documentaries and The Food Network channel. She is a huge fan of competitive cooking shows.

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© 2022 Confidence Wealth Management LLC. All rights reserved.

 

Investment Advisory Services offered through Confidence Wealth Management LLC, an SEC registered investment adviser. Confidence Wealth Management LLC (CWM) and Confidence Wealth & Insurance Solutions LLC (CWIS) are two separate affiliated companies. All investment advisory services are provided by CWM. All insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services. CWM does not sell any insurance products. For complete information regarding Confidence Wealth Management’s services and fees, please review our Form ADV Part 2A Disclosure Brochure, which can be found at adviserinfo.sec.gov or requested by calling us at (310) 824-1000. Information provided herein reflect Confidence Wealth Management’s views as of the creation date. Such views are subject to change without notice. Information provided herein is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. No investment decision should be made based solely on any information provided herein. Confidence Wealth Management has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. This is designed to provide general information on the subjects covered. Pursuant to its circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the information given does not give legal or tax advice. Should you have any tax or legal questions, you are encouraged to consult your tax advisor or attorney for any tax or legal matters. Not affiliated with the U.S. Government or any governmental agency.

 

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