Crystal Oculee

Current Employers

Employment History

• 07/2006 → 06/2017
  Parson Latimer & Judge, Llc
  Los Angeles, CA
• 04/2016 → Present
  Confidence Wealth & Insurance Solutions, Llc (Formerly Pl&J)
  Los Angeles, CA
• 06/2011 → 06/2017
  Parson Latimer & Judge, Llc
  Los Angeles, CA
• 06/2017 → Present
  Confidence Wealth Management, Llc (Formerly Pl&J, Llc)
  Los Angeles, CA
• 01/2007 → Present
  Crystal Oculee
  Los Angeles, CA
• 04/2017 → Present
  The Money Confidence And Global Women Initiative
  Los Angeles, CA

Other Businesses

I am the CFO and a licensed insurance agent of Confidence Wealth & Insurance Solutions LLC , an affiliated insurance agency. The address is 11911 San Vicente Blvd Ste 255 Los Angeles, CA 90049. My start date with the other business was 04/2016. The approx. number of hours/month I devote to the other business is 112 hours per month, and I devote approx. 6 hours of my day to the other business during securities trading hours. I am responsible for the financial operations of the insurance agency and providing recommendations and/or the sale of insurance products to clients. I am a public speaker and author providing financial planning advice through books and speaking engagements. I conduct this business from the same address as Confidence Wealth Management, LLC. In regards to time management, I devote approximately 10% of my time to these activities and less than 1% of my time during trading hours. My duties relating to her role as an author and public speaker, primarily center around writing and giving talks on financial planning and retirement goals for women.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-10

Other Names

• Crystal Moradi
• Nazanin Moradi