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Silver Oak Wealth Advisors
  • Home
  • About
  • Financial Transition
    • Individual Investors 50+
    • Women in Transition
  • Family CFO
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Silver Oak Wealth Advisors named as one of the TOP 20 “Best Financial Advisors in Los Angeles 2019″

Posted By: Silver Oak Administrator |Posted In: News & Media | January 28, 2019

SILVER OAK WEALTH ADVISORS has been named out of 898 Financial Advisors reviewed as one of the top 20 firms serving Los Angeles by Expertise.com. Expertise.com is a national, web-based due diligence firm which identifies the top service professionals in […]

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Protected: 2018 Investment Forum – Exculsively for Clients

Posted By: Silver Oak Administrator |Posted In: Investment | July 3, 2018

There is no excerpt because this is a protected post.

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Silver Oak Wealth Advisors named as one of the TOP 20 “Best Financial Advisors in Los Angeles 2018″

Posted By: Silver Oak Administrator |Posted In: News & Media | June 7, 2018

SILVER OAK WEALTH ADVISORS has been named out of 898 Financial Advisors reviewed as one of the top 20 firms serving Los Angeles by Expertise.com. Expertise.com is a national, web-based due diligence firm which identifies the top service professionals in […]

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Mindful Eating, Mindful Spending

Posted By: Linda Cao |Posted In: Women & Money | September 26, 2017

        I recently came across a saying that really struck a chord with me; particularly after an experience I had a few months ago.  It reads: If you’re interested, you’ll do what’s convenient.  But if you’re committed, you’ll […]

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When She Has More Than He Has

Posted By: Linda Cao |Posted In: Women & Money | March 21, 2017

The idea of the fiscally unequal relationship is hardly new. Relationships between men and women have historically been fiscally unequal, with men bringing more money to the relationship, as well as earning more during the relationship. They’ve also held greater […]

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MONEY, MARRIAGE & HAPPINESS

Posted By: Linda Cao |Posted In: Women & Money | October 7, 2016

When I first got the idea for this topic I immediately thought of my husband and The Beatles tune, “Can’t Buy Me Love.” You remember that song: I’ll buy you a diamond ring my friend if it makes you feel […]

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Make-up and Personal Finance – Make the Best Decisions

Posted By: Linda Cao |Posted In: Women & Money | June 16, 2016

Last month I almost made a bad decision. It was the day before my Women’s Conversation Café – a regular event I host for women to share stories and experiences around money with family and friends and talk about important […]

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Joel Framson Joins CalCPA Podcast on “Tough Decisions for Widows & Widowers”

Posted By: Joel Framson |Posted In: News & Media | May 5, 2016

Joel was recently featured in a podcast highlighting the trials and tribulations faced by widows and widowers and the importance of having a Certified Financial Transitionist to assist in the process of prioritizing and working through the myriad of tasks […]

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Protected: Where To From Here? – Exclusively for Clients

Posted By: Silver Oak Administrator |Posted In: News & Media |

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The Support We Need to Get “Unstuck”

Posted By: Linda Cao |Posted In: Financial Transition |

As I changed my clock for daylight savings a few weeks ago, it got me thinking about time moving forward and how we move forward in our lives. I remembered one of the hardest times I’ve ever had in my […]

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Creating The Family Tradition Of Money Wisdom

Posted By: Linda Cao |Posted In: Women & Money | December 17, 2015

IT’S THAT TIME OF YEAR. A time to be with family and friends. A time to reflect on the year we had and the year to come. It’s the season for celebrations, resolutions, and traditions. When I think about my own […]

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Market Update: June 30th – August 31st, 2015

Posted By: Joel Framson |Posted In: News & Media | October 1, 2015

Background and Overview As we suspected early in the year, this has been a volatile period for the domestic and international stock markets.  This is in stark contrast to the placid U.S. market in 2014 that may have given everyone […]

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Silver Oak Wealth Advisors, LLC
10866 Wilshire Blvd., Suite 1270
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Tel. (310) 207-4800
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Wines We Love

Here are a few of the wines that we are currently mastering the complexities of:
  • Silver Oak Cabernet Sauvignon 2005 Napa
  • Silver Oak Trophy Reds
  • Silver Oak Alexander Valley Cabernet Sauvignon 2006
  • Silver Oak Alexander Valley Cabernet Sauvignon 2003

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  • Financial Transition
  • Investment
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Wines We Love

Here are a few of the wines that we are currently mastering the complexities of:
  • Silver Oak Cabernet Sauvignon 2005 Napa
  • Silver Oak Trophy Reds
  • Silver Oak Alexander Valley Cabernet Sauvignon 2006
  • Silver Oak Alexander Valley Cabernet Sauvignon 2003
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