Silvia Bora Chi

Employer firm

Confidence Wealth Management, Inc. CRD 127383

$454M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Confidence Wealth & Insurance Solutions, Llc (Formerly Pl&J)
  Los Angeles, CA
• 05/2015 → Present
  Confidence Wealth Management, Llc (Formerly Pl&J, Llc)
  Los Angeles, CA

Other Businesses

I am the Senior VP 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 day to day management of client relations and providing recommendations and/or the sale of insurance products to clients. Name of outside business: Personal Care; Is the business investment related: No; Location of the business: 10237 Hopeland Ave. Downey CA 90241 USA; Description of the business: Personal caregiving for family member. ; Position Title: Caregiver; Responsibilities Duties: Caregiving; Start date with business: 2023-08-10; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 20; Will an IRS form for income earned be received: No;

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-01
• S63 Uniform Securities Agent State Law Examination
  2007-11-21

Other Names

• Silvia Bora Park