Linda Cao Linda Cao

Linda Cao is President of Silver Oak Wealth Advisors, a Los Angeles-based fiduciary financial life planning firm and SEC Registered Investment Advisor. Silver Oak says it was established in 2005, and Cao’s firm bio states that she has provided Silver Oak clients with comprehensive wealth management services since 2005 while also handling the firm’s day-to-day operations.

In her advisor role, Cao works with clients to build customized financial plans around their core values. Her bio says she consults on wealth protection, enhancement, and transfer issues, and designs investment portfolios reflecting each client’s risk profile and financial needs. She is a licensed Certified Financial Planner (CFP®) and Certified Financial Transitionist (CeFT®).

Before joining Silver Oak, Cao worked as a business analyst for four years in Beijing, China, and six years in Connecticut at Fortune 500 companies. She received a Bachelor of Arts degree from Beijing Foreign Studies University and an MBA in Finance from New York University’s Stern School of Business.

Cao also hosts Silver Oak’s Women’s Circle, which the firm describes as an invitation-only space for women in Silver Oak’s community to empower one another through thoughtful questions, reflection, and intentional conversation. Her bio says she focuses on empowering, educating, and engaging women in personal finance, with a specialization in helping widows build resilience and move forward.

• Silver Oak’s investment approach is financial-planning-led rather than venture-capital-led. The firm says investment strategy should be driven by a client’s financial plan and personal goals.
• Stated investment principles include: “Invest in things you understand,” “Know what you own and why it fits in your portfolio,” and “Shun fancy sales pitches, media noise, and Wall Street hype.”
• Silver Oak recommends investing broadly and globally across asset classes, market capitalizations, and styles, keeping costs low, investing for the long term, rebalancing with discipline, and considering risk and return.
• Cao’s bio states that she designs portfolios around a client’s unique risk profile and financial needs, and consults on wealth protection, enhancement, and transfer.
• No verified evidence was found that Cao makes angel investments, seed investments, or direct startup investments.