Silvia
Chi
Confidence Wealth Management, LLC
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About this Advisor
Silvia Chi is a financial advisor based in Henderson, Nevada, working with Confidence Wealth Management, LLC. Silvia has previously held positions at Confidence Wealth & Insurance Solutions, LLC (Formerly Pl&J), Confidence Wealth Management, LLC (Formerly Pl&J, LLC), and Parson, Latimer & Judge Financial Insurance Solutions LLC. Silvia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Nevada. Currently, Silvia is part of Confidence Wealth Management, LLC, which operates out of Henderson, Nevada. The firm has 3 offices and 23 employees. The firm manages assets totaling $267.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Confidence Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Confidence Wealth Management, LLC Brokerage Details
$267,130,014
23
1,820
$146,775
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Silvia Chi Work History
Confidence Wealth & Insurance Solutions, LLC (Formerly Pl&J)
Confidence Wealth Management, LLC (Formerly Pl&J, LLC)
Parson, Latimer & Judge Financial Insurance Solutions LLC
Disclosures
Please visit the SEC profile of Silvia Chi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Confidence Wealth Management, LLC
Torrance, CA
Henderson, NV
Palm Harbor, FL
Henderson, NV
Henderson, NV
Robinsville, NJ
Henderson, NV
Colorado Springs, CO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
