Joel Framson

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JOEL FRAMSON

President CFP®, CPA/PFS, CFT™*

As a CPA specializing in financial planning, Joel Framson brings analytical and retirement planning skills for attorneys and business owners acquired during his 30 years of practice. He earned a Masters of Tax degree from USC, is a CFP® practitioner, and also earned the Personal Financial Specialist (PFS) credential from the AICPA. Joel founded the company and designed it to be a client’s thought partner in all aspects of their financial affairs. Joel has been named by Worth Magazine as being among the Top 100 Wealth Advisors in the nation, has been quoted extensively in financial periodicals, and has had the honor of being national Chair of the Personal Financial Planning Executive Committee for the American Institute of CPAs. Joel co-authored with Eric Bruck the chapter on retirement planning for attorneys in a recent book by author Ed Poll, titled “Life After The Law: What Will You Do With Your Next 6000 Days?”. Joel is married with three adult children. His hobbies and passions range between wine and food events, photography, scuba diving, and the exploration of other cultures through travel. Joel is an Eagle Scout and has been a Western Los Angeles Region board member.

 

Eric D. Bruck

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ERIC BRUCK

Principal CFP®, CFT™*

Eric was one of the early pioneers of the financial planning profession. Passionate about understanding the personal side of money and treating the “whole” client, he developed his first plan for a client in 1981. By 1984, he became a Registered Investment Advisor (RIA) with the SEC, and has always held with pride his fiduciary standard of care with every client. As a principal founder of his former firm, Eric was selected by Wealth Manager Magazine as one of the Top 250 Planners in the U.S. for three years in a row. Eric was a four time presenter at the L.A. Times Investment Strategies Conferences, has been quoted widely in local and national publications, and was featured in a cover article in the May 2012 Financial Planning Magazine. He is the former President of the Financial Planning Association (FPA) of Los Angeles, and currently serves as an “Ambassador” with FPA’s national Chapter Leadership Connection. He also serves on the Advisory Counsel of OPICA, a non-profit which provides day relief to family caregivers with loved ones suffering from dementia and Alzheimer’s. Eric lives on the Westside of Los Angeles with his wife of 22 years, Lisa, their two teen-age children (Jeremy and Hayley), two dogs (Lucy and Rocco) and their caique, Mango.

 

Linda Cao

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LINDA CAO

Principal, CEO MBA, CFP®, CFT™*

Linda, Chief Executive Officer of Silver Oak Wealth Advisors, has been helping Silver Oak clients with comprehensive wealth management services since joining the firm in 2005 and is responsible for the day-to-day operations of the firm. In her additional role as Principal, 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 people 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 participates in Directions for Women – an advisory community with a mission to Empower, Educate, and Engage women in the management of their personal finance and to “change the conversation” about personal finance for women. Linda lives in West Los Angeles with her family and enjoys reading, traveling and social activities with family and friends.

 

Arianne

ARIANNE NEUMARK

Associate Financial Planner

Arianne joined Silver Oak in 2015 as an Associate Financial Planner. She works directly with clients to help them organize their finances and prioritize their spending, to understand their needs and translate them into a feasible financial plan, as well as analyzing business/investment decisions. Additionally, she has a deep interest for researching investment opportunities and is active in the management of the investment portfolios at Silver Oak. Before joining Silver Oak Wealth Advisors, Arianne was based in Milan, Italy for 20+ years where she developed her career as Investor Relations Manager, working for several different types of financial and investment firms. In her last position, she was a Partner in a Private Equity Secondary Fund of Funds, managing funds for high net worth individuals. She returned to the United States two and a half years ago, and proceeded to complete a certificate program at UCLA Extension in Personal Financial Planning, culminating with passing the CFP Exam. Prior to receiving her MBA from the Bocconi University in Milan, Arianne qualified as a CPA while working for Price Waterhouse Coopers, Los Angeles. In addition, she has dedicated significant time and resources to School on Wheels, a not- for-profit organization tutoring homeless children on Skid Row, for which she has received the Presidential Volunteer Service Award for two straight years. Arianne lives in West Los Angeles where she pursues her passion for theatre, art, and photography as well as golf, running and hiking.

 

Thomas Abraham

THOMAS ABRAHAM

Operations Specialist

Thomas joined Silver Oak Wealth Advisors in July 2015, as our Operations Specialist.  He is responsible for Operations, which includes Portfolio Reporting and Administration, Trading, Billing, Back-office Support, Client Relations and Administrative Support. He brings over 11 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

NUBIA SILVA

Administrative Assistant

Nubia joined Silver Oak in 2015 as the company’s Administrative Assistant/Notary Public. She is Silver Oak’s “go to” person, handling reception and phones, client services and calendar management for Silver Oak. 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, Playa Jefferson Location – the world’s largest provider of short-term office space solutions. Nubia was awarded a Bachelors’ Degree of Science in Criminal Justice from Westwood College Los Angeles in 2010, where she earned 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 lives in Santa Monica where she enjoys her proximity to the ocean, in addition to hiking, swimming and other outdoor activities. Her greatest joys are her two children that are the apple of her eye.

 

*Certified Financial Transitionist ™ (CFT™) by Sudden Money Institute