Business Details
21 Years
experience
Your Trusted Financial Transition Partner in Los Angeles, CA
Established in 2005, we at Silver Oak Wealth Advisors specialize in providing comprehensive financial life planning and wealth management services tailored to couples, women, and families navigating life transitions. Our approach integrates both the technical and personal dimensions of money, ensuring our clients' financial strategies align with their core values and long-term goals. As fiduciaries, we uphold the highest standard of care, prioritizing client interests through meticulous planning, active guidance, and continuous monitoring of financial well-being.Our team holds esteemed credentials including Certified Financial Planner(CFP), Certified Financial Transitionist(CeFT), and advanced degrees in finance and economics, reflecting our commitment to expertise and ethical service. We serve as trusted partners, combining analytical rigor with empathetic support to empower clients during pivotal moments such as retirement, divorce, or wealth transfer. By fostering transparent relationships and emphasizing education, we help clients achieve financial security, personal fulfillment, and intergenerational legacy.
Services
Retirement Planning
Wealth Transfer Strategy
Divorce Financial Planning
Family Legacy Consulting
Investment Management
Details
- Year established: 2005
Highlights and features
- We operate as fiduciaries, legally obligated to act in your best interest
- Our team holds advanced financial certifications and decades of transition planning experience
- We integrate life coaching with financial expertise for holistic solutions
- Specialized programs for women navigating divorce or widowhood
- Proven methodology aligns investment strategies with personal values and family legacy goals
Associations and certifications
- Certified Financial Planner (CFP)
- Certified Financial Transitionist (CeFT)
Services
Retirement Reimagined
Helping mid-career professionals transition into purposeful retirement through customized financial strategies. We address income planning, tax optimization, and legacy goals while maintaining focus on personal fulfillment. Our approach combines investment management with life coaching to create financially secure and emotionally satisfying retirement journeys.
When Two Become One
Specialized financial guidance for women experiencing divorce or widowhood. We provide asset division analysis, cash flow restructuring, and emotional support to rebuild financial independence. Our team helps clients navigate complex emotional and economic transitions with practical solutions for long-term stability.
Preparing Family Heirs
Creating comprehensive estate plans that align wealth distribution with family values. We implement trust structures and educational programs to ensure smooth intergenerational transitions. Our services include tax-efficient gifting strategies, heir financial education, and legacy documentation to preserve both financial and ethical capital.
Transition Planning
Integrating financial analysis with personal development during major life changes. We help clients navigate career shifts, inheritance management, and business exit strategies through structured planning frameworks. This service combines portfolio adjustments with mindset coaching to deliver holistic solutions for evolving life circumstances.
Investment Management
Customized asset allocation based on individual risk tolerance and financial goals. We utilize diversified investment vehicles with ongoing performance monitoring while maintaining transparent communication about market changes. Our approach balances growth potential with capital preservation across economic cycles.
People
Linda Cao
President, MBA, CFP, CeFT
President of Silver Oak since 2005 with dual expertise in financial planning and behavioral finance. Holds MBA from NYU Stern and economics degree from UCLA. Specializes in guiding clients through complex life transitions with compassionate, data-driven strategies.
Eric Bruck
Principal-Emeritus, CFP, CeFT
Financial planning veteran with 35 years experience integrating personal values into wealth management. Focuses on community relations and developing holistic approaches to financial life transitions since joining Silver Oak in its founding year.
Laura Robayo
Lead Wealth Advisor, MScEng, CFP
Brings engineering precision to financial planning with technical expertise from Viterbi School of Engineering. Specializes in creating systematic wealth management frameworks while emphasizing client education and long-term financial literacy development.
Alyssa Crews
Wealth Advisor, MsPFP, CFP
Graduate of Whitworth University's finance program with specialization in personalized financial life planning. Focuses on building generational wealth strategies and supporting clients through career transitions and family financial education.
Thomas Abraham
Operations Specialist
Manages portfolio administration and trading operations since 2015. Ensures seamless execution of investment strategies through meticulous back-office management and client support coordination while maintaining compliance with regulatory standards.
Questions
What makes Silver Oak different from other wealth advisors?
Our specialized focus on financial transitions combines fiduciary investing with life planning, addressing both technical and emotional aspects of wealth management.
Do you work with clients outside Los Angeles?
While based in Los Angeles, we serve clients nationwide through virtual consultations and digital planning tools while maintaining in-person options.
How do you help women during divorce or widowhood?
We provide specialized counseling combining financial analysis with emotional support to help women regain control and build secure futures.
What credentials should I expect from your advisors?
Our team holds Certified Financial Planner(CFP), Certified Financial Transitionist(CeFT) certifications, and advanced degrees from institutions like NYU Stern and UCLA.
What is your investment philosophy?
We employ diversified, risk-appropriate strategies grounded in modern portfolio theory while maintaining flexibility to adapt to changing market conditions.
How do you approach family wealth transfer?
We develop customized estate plans that preserve wealth while educating heirs through structured programs that foster financial independence and stewardship.
