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Silver Oak Wealth Advisors
  • Home
  • About
  • Specialties
    • Retirement Reimagined
    • When Two Become One
    • Preparing Family Heirs
  • Methodology
    • Wealth Management
    • Transition Planning
    • Investment Principles
  • Resources
    • Events
    • Silver Oak Insights
  • Client Login
    • Client Portal
    • Schwab Account Access
    • Your Financial Plan
Year-End Charitable Gifting

Year-End Charitable Gifting

by Linda Cao | Oct 19, 2023 | Financial Transition & Planning, Newsletters

As the fall season is upon us and the holiday season approaches, now is a perfect time to reflect on the year, think about people in need and organizations you want to support and honor, and make a meaningful impact. For this purpose, we have prepared four...
Congratulations to Alyssa Crews, CFP®, MsPFP!

Congratulations to Alyssa Crews, CFP®, MsPFP!

by Linda Cao | Aug 31, 2023 | News & Media

Achieving Financial Independence: A Path to Freedom

Achieving Financial Independence: A Path to Freedom

by Linda Cao | Jul 26, 2023 | Financial Transition & Planning, Newsletters

School is out and summer is in full swing! We hope you enjoyed a fun and relaxing Independence Day with friends and family. As we celebrate the spirit of freedom and independence this summer, we can reflect on the importance of achieving financial independence in our...
Retirement Reimagined

Retirement Reimagined

by Linda Cao | May 8, 2023 | Financial Transition & Planning, Newsletters

If asked: “What is the most important consideration for retirement?” What comes to your mind? Most people would answer: “having enough money.” While financial security is necessary, in my last 18 years of experience working with clients, I have found it is...
Enhance Financial Well-Being in the New Year

Enhance Financial Well-Being in the New Year

by Linda Cao | Feb 1, 2023 | Financial Transition & Planning, Investment, Newsletters

Happy Lunar New Year from all of us at Silver Oak! January 22nd marked the beginning of the Lunar New Year. Each year in the Lunar calendar represents one of the twelve zodiac animals. 2023 is the Year of the Rabbit, representing longevity, peace, and prosperity. The...

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Contact Information

10940 Wilshire Blvd.
Suite 975
Los Angeles, CA 90024
310.207.4800

Email: admin@silveroakwa.com

Silver Oak Wealth Advisors

10940 Wilshire Blvd
Suite 975
Los Angeles, CA 90024

Connect with Us!
admin@silveroakwa.com
(310) 207-4800
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