Los Angeles, CA Office
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Silver Oak Wealth Advisors Services, LLC
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About
Silver Oak serves individuals, high‑net‑worth families, trusts, charitable organizations and businesses with integrated wealth management, financial planning, discretionary investment management, and consulting. The firm includes specialized services for clients undergoing significant financial transitions in its service offering.
Silver Oak employs a consultative “Family CFO” process to develop written investment policy statements and tailored wealth plans, combining passive and active strategies with periodic tactical adjustments and regular rebalancing. Portfolios are implemented through a mix of directly managed assets, separately managed account programs, and held‑away workplace accounts, and the firm uses third‑party investment consultants and paraplanning support for monitoring and operational tasks.
The firm is notable for its formal affiliation with the Financial Transitionist Institute and an emphasis on the behavioral and psychological dimensions of life‑changing financial events, including a structured “transition Flow” approach. It also manages held‑away retirement and education accounts via a third‑party platform (Pontera) under discretionary authority and routinely incorporates SMAs and outside managers as part of multi‑custodian solutions.
Expertise
Demographic focus
Location
10940 Wilshire Blvd, Suite 975
Los Angeles CA 90024
Advisors at this office
2
Advisors at this office
Shufan C
CFP®
Los Angeles, CA
Silver Oak Wealth Advisors Services, LLC
Shufan Cao is a CFP® certificant with 16 years of industry experience, currently serving as an advisor at Silver Oak Wealth Advisors Services, LLC since 2018. Prior to this, Cao worked at Silver Oak Wealth Advisors, LLC from 2005 to 2017. The firm serves individuals, family trusts, charitable organizations, and businesses by providing integrated wealth management, financial planning, transition planning, and discretionary investment management. Silver Oak Wealth Advisors Services employs a holistic “Family CFO” model that combines investment planning with tax, estate, cashflow, and risk management, using both passive and active strategies alongside third-party managers and consultants.
Laura R
CFP®
Los Angeles, CA
Silver Oak Wealth Advisors Services, LLC
Laura Robayo is a CFP® professional with six years of industry experience, currently serving at Silver Oak Wealth Advisors Services, LLC since 2018. Her prior work includes roles at Save-On Insurance Service Inc and running a daycare business, Bubbles N Colors. Silver Oak Wealth Advisors Services, LLC provides integrated wealth management, financial planning, investment management, and consulting to individuals, high-net-worth families, trusts, charitable organizations, and businesses. The firm employs a Family CFO process with both passive and active investment strategies, focusing on clients undergoing significant financial transitions and incorporating behavioral and psychological considerations in its approach.
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