Linda Cao, CFP®
Linda Cao, CFP® – Wealth Advisor - Linda has been helping Silver Oak clients with comprehensive financial planning and investment management since joining the firm in 2005. In her role as wealth manager, Linda works closely with each client to develop a customized financial plan centered on their heart’s core values. Linda consults on wealth protection, enhancement and transfer issues and implements an investment portfolio that reflects each client’s unique risk profile and financial needs.
In addition to her strong analytical skills and financial knowledge, Linda brings with her a deep and genuine interest in helping people to achieve a balanced and fulfilled life and building strong relationships with them. As a life planning professional, Linda understands the ways in which life experiences influence a person’s financial values and she strives to support and inspire her clients to make sound financial decisions by infusing their life dreams, goals and purpose into their budgets, investments, risk management and estate plans.
Before joining Silver Oak Wealth Advisors, LLC, Linda worked for four years in Beijing, China and six years in Connecticut at Fortune 500 companies, providing business analysis and reporting, project management, system administration and training program implementation.
Linda received her Bachelor of Arts degree from Beijing Foreign Studies University and her MBA in Finance from New York University’s Stern School of Business. She completed the Personal Financial Planning program at UCLA and is a licensed Certified Financial Planner (CFP®) practitioner. Linda has also completed the Seven Stages of Money Maturity training offered by the Kinder Institute of Life Planning.
Linda lives in West Los Angeles with her family and enjoys reading, travelling and social activities with family and friends.