The REAL Reason I Became a Wealth Advisor

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 EntrepreneurYahoo! Finance and Redbook.


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.