Crystal Oculee Email & Phone Number

Crystal Oculee is a fiduciary wealth manager and a national financial motivational speaker. She is the author of Your Personal Money Diary and Money Confidence. She is a Certified Tax Specialist, Certified Income Specialist, Certified Annuity Specialist, and a certified National Social Security Advisor, a designation less than 1% of financial advisors hold. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook.With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.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.

Listed skills include Personal Financial Planning, Retirement Planning, Women Leaders, Professional Women, and 14 others.

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  Fiduciary Wealth Manager, Author And Speaker

  Confidence Wealth & Insurance Solutions

  Jan 2003 - Present