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Silver Oak Wealth Advisors
Silver Oak Wealth Advisors provides financial life planning and wealth management expertise for couples, women and families in transition. The firm specializes...
Silver Oak Wealth Advisors
Silver Oak Wealth Advisors provides financial life planning and wealth management expertise for couples, women and families in transition. The firm specializes in helping clients manage change as a thinking-partner through life’s transitions. Its focus is on financial well-being, personal well-being, and family well-being.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Principals
Linda Cao
Owner and President, MBA, CFP®, CeFT®
Laura Robayo
Lead Wealth Advisor & CCO, MScEng, CFP®, CeFT®
Alyssa Crews
Wealth Advisor, MsPFP, CFP®
Spencer Price
Financial Analyst
Thomas Abraham
Operations Specialist
Frequently asked questions
What investment approach does Silver Oak Wealth Advisors use?
Silver Oak constructs diversified portfolios primarily from individual equities, bonds, mutual funds, and ETFs. The asset allocation framework spans domestic and international markets, with allocations adapted to each client's risk tolerance and long-term goals. Portfolios are managed on a discretionary basis, allowing the firm to rebalance and harvest tax losses without seeking client approval for each trade.
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