Meet The Team

We live and work by a strong code.

And that code consists of extraordinary characteristics such as loyalty, dependability, honesty, transparency, diligence, resilience, compassion, courage, and integrity.

Our team possesses all of these qualities and that’s why we feel confident to have them represent us and serve people like you.


Rem Oculee
Founder and CEO

Rem and his team at Confidence Wealth have continued to take a powerful, holistic approach to wealth management. Their process isn’t subject to whim, and it doesn’t believe that what happened in the past will always happen that way again. Rather, it draws on Rem’s 30 years of experience in both business and finance.

Since 1990, Rem has worked extensively with the financial industry to build a wide variety of individualized portfolios, engage a full range of investment markets, make risk assessments and grow clients’ net worth as cornerstones of his work. He continues to focus on strategy, leadership, and technological advances in the financial world’s ever-changing landscape.

Rem’s extensive research into a variety of large, complex investment instruments, along with advanced technical analyses of market trends and market psychology, helped him navigate Confidence Wealth through various economic conditions and investor trends.

“During the Great Recession that began in 2007,” Rem says, “many people suffered horrible setbacks, sometimes losing everything. But during that same crash, I can proudly and unequivocally announce that none of the assets we advised our clients on created a financial catastrophe, not because we gave them magical solutions, but because they understood and agreed with our philosophy of capital preservation, controlled risk, and thoughtful strategies.”

“As an immigrant, I’ve witnessed first-hand injustice and repression. It was sad seeing people taken advantage of, losing everything they had, including their lives, because of unjust and authoritarian regimes in different countries. It was amazing to see the impact democracy could have on people’s lives and to immigrate to what I believe is the best nation in the world, the United States of America.

“I think that’s why I have always had a deep desire to stand up for those who couldn’t always stand up for themselves or who didn’t know how to protect themselves from greed or injustice. I’ve just always been a fighter.”

Since he was 16 years old, Rem has been an avid student and master practitioner of martial arts, earning a black belt in the Japanese practice of Shotokan karate.

“I had the honor of studying with Sensei Hidetaka Nishiyama. One of the core principles he taught me was ‘always protect your core.’ This means that no matter what fighting strategy you use, you make certain that even if you’re taken down temporarily, you’ll live to fight another day.

“In other words, you stick with the fundamentals. You don’t try to win with some new and flashy technique that will make you vulnerable and lose an entire match.

“This is how I look at wealth management. There’s always some new move that comes along, some hot stock or trend or strategy that others say will be the secret to huge returns.

“But if you get so enamored with these so-called opportunities that you put your savings into ‘can’t lose’ promises, then you leave your core, your next egg, vulnerable to a potential unexpected downturn, regardless of your wealth. As a result, your retirement, and your financial security, may not live to see another day.

“My mission,” Rem declares, “has always been to make certain that never happens to our clients.”


Crystal Oculee
Chief Financial Strategist

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

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 loves riding horses and swimming with dolphins in her free time. Her hobbies also include watching documentaries and The Food Network channel. She is a huge fan of Iron Chef because of its competitive nature.

Silvia Chi
Senior Vice President

• Certified Income Specialist®
• Certified Estate and Trust Specialist®
• Certified Fund Specialist®
• Certified Annuity Specialist®

Silvia’s role at Confidence Wealth is to help the leadership team think through strategy decisions in order to better support our clients and ultimately their families. She leads the advisory team and is constantly striving for improvements.

She is a well-seasoned and experienced wealth manager. She has assisted hundreds of families with their retirement planning needs for over a decade.

She first entered the financial services industry in 2007. She was disappointed and disillusioned with the lack of attentiveness towards consumers. Upon hearing about Confidence Wealth, she became immediately attracted to the company’s core mission and values.

Silvia brings an abundance of experience and knowledge to her role as a wealth manager. She specializes in retirement income analysis.

She works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.

Helping people, whether it’s planning for retirement or college expenses, is truly Silvia’s passion. In addition to developing a custom financial strategy for each client, she conducts regular meetings with clients to review performance, re-confirm financial goals and make adjustments as economic or lifestyle conditions warrant.

On a personal note, Silvia loves spending time with her husband Wayne and her baby Brady. She is enjoying the experiences of motherhood! She also loves to travel, especially to destinations she’s never been before. She is an athlete and enjoys playing competitive sports, particularly tennis and ping pong. In fact, the firm bought a ping pong table just for her. If you ever visit our main office, be sure to challenge her to a game!


 

Mae Talle
Director of Marketing and Events

Mae’s background in marketing, promotions and event coordination gives her a special insight into the unique relationship between the firm and the consumers’ needs.

With a natural inclination to technology, she regularly attends digital marketing conferences with the CEO. She also focuses on using innovative automation techniques both internally and externally to assist the firm in servicing clients.

She is on the board of The Money Confidence Global Women Initiative and is enthusiastically promoting financial literacy for women.

On a personal note, Mae is an animal lover—with a special adoration for the Pembroke Welsh Corgi breed. In her spare time, she volunteers at various animal nonprofit organizations. She is also an avid reader. Her favorite books include Jane Eyre by Charlotte Brontë and Rebecca by Daphne du Maurier.


 

Jenny Ng
Vice President of Client Operations

Jenny’s role is to provide world-class operational service to the Confidence Wealth clients. She successfully streamlines operations and increases productivity by using proven methods and cutting-edge technology.

She is a dedicated and effective leader. As an assertive and enthusiastic member of the management team, she enriches her education with extensive knowledge of process optimization and demonstrates an unsurpassed work ethic.

While her main focus is the Client Service department, she is also dedicated to making sure all departments are running smoothly and that there is sufficient communication within management to ensure that our client experience is top-notch in the industry.

On a personal note, Jenny’s favorite food is cheese and is known as the resident “cheese connoisseur” amongst her colleagues. She loves spending time with her family and goes to museums in her free time.

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