MBA, CFP®, CFT™*
Linda, President of Silver Oak Wealth Advisors, has been providing Silver Oak clients with comprehensive wealth management services 2005 and is responsible for the day-to-day operations of the firm. In her role as advisor, Linda works closely with each client to develop a customized financial plan centered on their core values. Linda consults on wealth protection, enhancement and transfer issues and designs an investment portfolio that reflects each client’s unique risk profile and financial needs.
In addition to her strong analytical skills and financial knowledge, Linda brings with her a deep and genuine interest in helping clients to achieve a balanced and fulfilled life with the resources they have. She strives to support and inspire her clients to make sound financial decisions by infusing their life dreams, goals and purpose into their spending, investments, risk management, and estate plans.
Before joining Silver Oak Wealth Advisors, LLC, Linda worked for four years in Beijing, China and six years in Connecticut at Fortune 500 companies as a business analyst.
Linda received her Bachelor of Arts degree from Beijing Foreign Studies University and her MBA in Finance from New York University’s Stern School of Business. She is a licensed Certified Financial Planner (CFP®), practitioner. Linda has also completed the Seven Stages of Money Maturity training offered by the Kinder Institute of Life Planning and the study of CDFA (Certified Divorce Financial Analyst) by Institute for Divorce Financial Analysts. She actively hosts Women’s Circle to “change the conversation” about personal finance for women and participates in advisory communities to empower, educate, and engage women in the management of their personal finance. She also serves as Ambassador for L.A. Chapter of Modern Widows Club, a non-profit organization to empower widows to lean into life, build resilience and make a positive difference in the world.
Linda lives in West Los Angeles with her family and enjoys reading, yoga & meditation practice, traveling and social activities with family and friends.