President, MBA, CFP®, CeFT®
Linda, President of Silver Oak Wealth Advisors, has been providing Silver Oak clients with comprehensive wealth management services since 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. She is a licensed Certified Financial Planner (CFP®) and Certified Financial Transitionist (CeFT®). 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 specializes empowering widows to lean into life, build resilience and make a positive difference in the world.
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. Linda lives in West Los Angeles with her family and enjoys reading, yoga & meditation practice, traveling and social activities with family and friends.
Community Relations/ Business Development, CFP®, CeFT®
Eric is one of the early pioneers of the Financial Planning profession. Always passionate about understanding and integrating the personal side of money into the advisory relationship, he developed his first Financial Plan for a client in 1981.
In 1984, he became a Registered Investment Advisor (RIA) with the SEC, and received his CFP® designation in 1988. Eric has always held with pride his fiduciary, or “always client’s interests first,” standard of care with every client. As a principal founder of his former firm, Eric has been selected by Wealth Manager Magazine as one of the Top 250 Planners in the U.S. for three years in a row and was a four-time presenter at the L.A. Times Investment Strategies Conferences. He has been quoted widely in local and national publications and was featured in a cover article in the May 2012 Financial Planning Magazine. In 2016, he, along with the other Silver Oak firm Principals, achieved the CeFT® (Certified Financial Transitionist®) designation in furtherance of the firm’s commitment to providing contextual guidance to clients going through a life transition and where financial decision-making ability is compromised.
Eric is the former President of the Financial Planning Association (FPA) of Los Angeles, and created and presented in consecutive years sessions on leadership at the FPA Chapter Leadership Conference. He also serves on the Advisory Council of OPICA, a non-profit which provides day relief to family caregivers with loved ones suffering from dementia and Alzheimer’s.
Eric resides on the Westside of Los Angeles with his wife, Lisa. Their two young adult children graduated from college in 2018 and 2019 respectively, while their furry, 4 legged child, Rocco, keeps them company at home.
Wealth Advisor, MScEng, CFP®
Laura joined Silver Oak in 2018. As a Wealth Advisor, Laura brings her analytical skills and her passion for helping people improve their financial well-being to support clients with financial planning, implementation follow through and portfolio management.
Prior to joining Silver Oak Wealth Advisors, Laura was based in Bogota, Colombia where she developed her career as a director and trader in the oil and gas industry. She excelled in numerous complex financial transactions and analyses. She also served as university Adjunct Professor where she taught Systems Thinking at Organizations. Laura received her Bachelor of Science in Industrial Engineering degree and Master of Science in Industrial Engineering degree from Universidad de los Andes in Bogota, Colombia.
Laura lives in Westwood with her husband. She enjoys yoga, music, traveling, spending time with her family and volunteering for non-profit organizations for children in need in developing countries.
Thomas joined Silver Oak Wealth Advisors in July 2015, as our Operations Specialist. He is responsible for Operations, which includes Portfolio Administration, Trading, Billing, Back-office Support, Client Relations and Compliance. He brings over 15 years of experience in financial services and working with wealth management firms. Previously, he was the Operations Associate at KAM Advisors in Beverly Hills for five years and handled various operational and administrative duties. Prior to that, he had worked for Abrams, Factor & Associates in Beverly Hills for six years in the same role. He graduated from UCLA with a Bachelor’s Degree in Economics. Thomas is a life-long Angeleno, having grown up, gone to school, and worked in West Los Angeles most of his life.
Nubia joined Silver Oak in 2015 as the company’s Administrative Assistant. Since then her role has evolved to Office Manager and Notary Public. She is Silver Oak’s “go-to” person, handling client services, office management, operational support, marketing support, and administrative support. Her positive and energetic demeanor gives all who visit Silver Oak a memorable experience. Before joining Silver Oak Wealth Advisors, Nubia served as the Administrative Assistant/Operational Floor Manager for Regus, the world’s largest provider of short-term office space solutions. Nubia earned a Bachelors’ Degree of Science in Criminal Justice from Westwood College Los Angeles in 2010, where she was awarded the Student of the Term Award for academic excellence. Furthermore, Nubia loves communicating with and helping others. She is fluent in Spanish and very knowledgeable in elementary ASL (American Sign Language). Nubia resides in Santa Monica where she enjoys her proximity to the ocean, in addition to running, hiking, swimming, and pilates.