Confidence Wealth Management, Inc.

David Lauritzen is a financial advisor with Confidence Wealth Management, Inc. in Van Nuys, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes roles at NY Life Securities LLC, New York Life, Fidelity Investments, and Fidelity Personal and Workplace Advisors. Outside of finance, he is a partner in a children’s entertainment and birthday party planning business. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $344 million in discretionary assets and offers portfolio management, financial planning, and retirement plan consulting with a generally long-term, buy-and-hold investment approach that includes ETF/ETP-based strategies for diversification and downside protection.

Christopher Krug is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently with Confidence Wealth Management, Inc. and previously worked at BlackRock Investments LLC and RoundAngle Advisors LLC. Outside of his advisory role, he provides consulting services through Krug Investment Solutions LLC, focusing on market analytics and risk management for investment-related businesses. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities, managing approximately $344 million in discretionary assets. The firm employs a long-term, buy-and-hold investment approach with ETF/ETP-based strategies designed for diversification and downside protection, and uses third-party managers and platforms to support its portfolio management and financial planning services.

Sergio Torres is a financial advisor at Confidence Wealth Management, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked in the retail and luxury goods sectors, including positions at Stuart Weitzman, Tiffany & Co, and Givenchy. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities with approximately $344 million in discretionary assets. The firm provides tailored investment advice with a long-term, buy-and-hold approach, incorporating ETF/ETP-based strategies for diversification and downside protection.

Rem Oculee is a financial advisor at Confidence Wealth Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and serves as CEO of multiple non-investment-related businesses, including 3rd Delta, Inc., a marketing operations company, and Exit Mindset, LLC, focused on authorship of business growth strategies. He is also CEO of 9Q Ventures, LLC, a venture capital firm. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $344 million in discretionary assets and provides portfolio management, financial planning, and retirement plan consulting, employing a long-term, buy-and-hold investment approach combined with ETF/ETP strategies for diversification and downside protection.

Crystal Oculee is a financial advisor with Confidence Wealth Management, Inc. in Los Angeles, CA, holding a Series 65 credential and 15 years of industry experience. She has worked with Confidence Wealth Management and related entities since 2011 and serves as CFO and licensed insurance agent for an affiliated insurance agency. Oculee is also a public speaker and author, focusing on financial planning and retirement goals for women. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities, managing approximately $344 million in discretionary assets. The firm offers tailored investment advice with a long-term, buy-and-hold approach, utilizing ETF/ETP strategies and third-party managers to provide diversified portfolio management and consulting services.

James Egerstrom is a CFP® professional with 11 years of industry experience. He has been with Confidence Wealth Management, Inc. since 2019 and previously worked at Tarbox Family Office and TD Ameritrade. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $344 million in discretionary assets and employs a long-term, buy-and-hold investment approach with diversification strategies using ETFs and ETPs, alongside discretionary and non-discretionary portfolio management and fiduciary consulting services.

Yim Ming Ng is a financial advisor at Confidence Wealth Management, Inc. in Los Angeles, CA, holding a Series 65 designation with seven years of industry experience. He has been with the firm, including its predecessor PLJ Advisors, since 2014. Outside of his advisory role, Ng provides caregiving support for a family member through an IHSS program. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities, managing approximately $344 million in discretionary assets. The firm offers tailored investment advice with a long-term, buy-and-hold approach, utilizing ETF/ETP strategies for diversification and downside protection, and employs sub-advisers and model managers to meet client objectives.

Brian Gilroy is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Confidence Wealth Management, Inc. and has previously worked at firms including Morgan Stanley, Financial Engines Advisors, and Fidelity Brokerage Services. His credentials include Series 63, 65, and 66 licenses. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities with approximately $344 million in discretionary assets under management. The firm employs a generally long-term, buy-and-hold investment approach, utilizing ETF/ETP-based strategies for diversification and downside protection, and offers a range of portfolio management and financial planning services.

Silvia Chi is a financial advisor with Confidence Wealth Management, Inc. in Fountain Valley, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with affiliated entities including Confidence Wealth & Insurance Solutions LLC since 2011 and serves as Senior VP and licensed insurance agent for the affiliated insurance agency. Outside of her financial advisory work, she is also involved in personal caregiving for a family member. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities, managing approximately $344 million in discretionary assets. The firm provides portfolio management, financial planning, retirement plan fiduciary and consulting services, and employs a generally long-term, buy-and-hold investment approach with diversified ETF/ETP strategies and use of sub-advisers and model managers.