Confidence Wealth Management announces plans to grow their team of experienced CFPs, CPAs, Financial Advisors, and other financial professionals.

Confidence Wealth Management is an industry leader in helping clients with high-level wealth solutions and strategies. The culture is authentic, and the mission is clear. CWM’s team is dedicated to the success of their clients, and works together collaboratively and purposefully to achieve their goals.

As a full-service Registered Investment Advisory firm with three offices between Los Angeles, CA and Henderson, NV, Confidence Wealth is excited to onboard new team members that will be true to the firm’s mission of helping clients achieve transformational values in their lives.

Confidence Wealth believes that while there are many great firms in the industry, not all take an integrated approach to financial planning - making sure that all solutions work together, and that one provider knows what the other is doing. At Confidence Wealth, a client’s CPA, Attorney, and other professionals work together with their CWM Financial Advisor so that all are planning in concert.

“Our workflow is the antithesis of models that rely on different professionals working on their own plan for a client. We work with not only our client, but each of their professionals,” reports Rem Oculee, Founder and CEO.

Oculee built Confidence Wealth in 2002 using the experience he gained over the years to create a model firm that’s based on education and fulfills a mission of using advanced strategies and solutions that are overlooked or too complex for many other advisors. Oculee wanted solutions that required extensive research and effort because average solutions don’t always solve people’s financial problems.

“I wanted a completely independent company away from the regular Wall Street hype. I wanted a wealth management organization whose first priority was to account for market downturns and corrections. I wanted to help our clients with the preservation (saving) and distribution (spending) stages of their financial plans. That was a big point for me because most other firms will focus solely on investments.

“I also wanted a firm that helped our clients grow their wealth through tax-efficient and estate planning strategies. And for our business clients, I wanted to have the best strategies that connect their business life to their personal financial life.

“I also wanted a team of highly trained advisors fully committed to those principles. We would only take on clients who agreed that riding a high-flying but volatile market or chasing after the latest new strategy or hot investment is not the way to achieve real wealth and financial security.

“The measure of an advanced plan is not when the market is up, it’s when the market is down,” said Oculee.

“Confidence Wealth is unable to help everyone that requests an appointment and there is a waitlist for new clients to get on the calendar. In this next chapter, Confidence Wealth is adding to the team to be able to help more clients.

To inquire about hiring or for a full list of open positions, contact:

Jake Roorda

[email protected] 

To learn more about working for Confidence Wealth, visit https://icwm.com/careers/ 

Confidence Wealth Management LLC, an SEC registered investment adviser. Insurance products and services offered through Confidence Wealth & Insurance Solutions LLC. Confidence Wealth Management LLC (CWM) and Confidence Wealth & Insurance Solutions LLC (CWIS) are two separate affiliated companies. 

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