Since 1990, our founder and CEO Rem Oculee has been in the financial and investment industry. After many years of research and extensive advanced work in the equities markets and equities trade backtesting, he founded what is now Confidence Wealth Management. Today, the firm has a stellar industry reputation with over 35 years of combined advisor experience, with a dedicated concierge team and personnel. Furthermore, our clients at Confidence Wealth & Insurance Solutions have entrusted us with over $100 million of their hard-earned savings.Confidence Wealth has built its entire infrastructure based on two major principles: helping our clients with advanced planning strategies and connecting them with some of the strongest, most powerful and prestigious financial organizations in the world.Initially privileged to the ultra-wealthy and institutional money managers, we have leveraged our deep-rooted relationships to bring those high-quality connections to you. In doing so, we give our clients access to some of the strongest, exclusive and prestigious multi-billion-dollar financial organizations, and many of the benefits that come with it. We level the playing field so you have a direct link to some of those top-tier institutional products and services, and receive the quality you deserve.Through our long-standing relationships, we diligently work with these exclusive institutional money managers to ensure your best interest is carried through. Extensive research is done to find the best suited investment strategy, and through it all, we continue to perform our due diligence to ensure it is up to par for our clients' needs.
|Firm Start Year:||2002|
|Number of Years with Current Firm:||16|
Consultation with an experienced, qualified financial adviser is recommended before investment. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based 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 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. Also, the Form ADV Part 2A for Confidence Wealth Management contains detailed disclosures regarding our services and fees, along with applicable conflicts and how we address such conflicts. A copy of our Form ADV can be obtained by calling (310) 824-1000. Confidence Wealth Management (CWM) and Confidence Wealth & Insurance Solutions (CWIS) are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not sell any insurance products.
Rem is the founder and CEO of Confidence Wealth. Since 1990, Rem has worked extensively with the financial industry by building portfolios and engaging the investment markets. In addition, he also completes due diligence and research on a variety of large complex investment instruments.
With intensive understanding of the investment world, he has spent a considerable amount of time utilizing various technical analysis, stock trends, and methodology for interpreting the quantitative predictability of investors behaviors and markets going back to the 17th century.
His knowledge of various market conditions through past eras has guided Confidence Wealth and its clients through market crashes and economic downturns.
Always evaluating, Rem brings his extensive experience to all aspects of Confidence Wealth. His ability to understand and quantify risk has enabled him to successfully navigate through financial uncertainties. Always researching, Rem constantly looks for upcoming trends and patterns to help benefit Confidence Wealth clients.
With innovation and forward-thinking as the driver, he successfully masterminded the direction and vision of Confidence Wealth. He focuses on strategy, leadership, and technological advances in the ever-changing landscape of the investment world.
In addition to Confidence Wealth, Rem has also founded multiple companies and has been asked to advise multiple corporations throughout the years. His business acumen and unconventional insights has helped those corporations with enhancing their strategy, and ultimately, their revenue metrics.
He is also Chairman of the Board of The Money Confidence Global Initiative, establishing this philanthropic movement to promote financial education worldwide.
|Long Beach||Los Angeles|
|Manhattan Beach||Marina Del Rey|
|Monterey Park||North Hollywood|
|Palos Verdes Peninsula||Paramount|
|Playa Del Rey||Rancho Palos Verdes|
|San Marino||Santa Monica|
|Sherman Oaks||South El Monte|
|South Gate||South Pasadena|
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|