Your Financial Transition Partners
Seasoned. Knowledgeable. Accessible.
Established in 2005, Silver Oak seeks to understand each client’s goals and underlying values pertaining to money; then we create a systematic path toward achieving those goals. We delve into and continue to monitor the key components required to maintain your financial well-being. As we provide holistic guidance and become a part of our client’s financial lives, we find that, over time, we become more than “just” wealth managers – we become thinking partners and life coaches.
Our team has extensive experience providing planning and advisory services. We work as fiduciaries, putting our clients’ needs first, treating their assets as if they were our own. According to the Cornell Law Dictionary, “A fiduciary duty is the highest standard of care.” It entails always acting in your beneficiary’s best interest, even if doing so is contrary to yours.” While you may think that all financial advisors are legally required to always act in their clients’ best interests, that is not the case.
In addition, our team has earned the following credentials:
- Certified Financial Transitionist® (CeFT®) through the Sudden Money Institute
- Certified Financial Planner® (CFP®) through the CFP Board of Standards
- Life Planning Coursework through the Kinder Institute of Life Planning
- MBA in Finance from New York University’s Stern School of Business
- Bachelor’s Degree in Economics from UCLA
- Notary Public through the State of California
- Registered Investment Advisory through the SEC
We take a personal involvement with each and every client to best understand their wants, needs, hopes and fears, and the purpose of money in their lives.
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… MORE>
Community Relations/ Business Development, CFP®, CeFT®
Eric was one of the early pioneers of the financial planning profession. Always passionate about understanding and integrating the personal side of money and… MORE>
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 … MORE>
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 … MORE>
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… MORE>