Jun 9, 2021
Libby speaks with wealth advisor Linda Cao about the many ways women can build wealth. Linda is the President of Silver Oak Wealth Advisors which has been providing clients with comprehensive wealth management services since 2005. In her role as advisor, Linda works closely with each client to develop a customized financial plan centered on their core values. Linda consults on wealth protection, wealth enhancement, and wealth transfer, and designs an investment portfolio that reflects each client’s unique risk profile and financial needs.
In this episode, Libby and Linda discuss:
In addition to her strong
analytical skills and financial knowledge, Linda brings with her a
deep and genuine interest in helping clients to achieve a balanced
and fulfilled life with the resources they have. She strives to
support and inspire her clients to make sound financial decisions
by infusing their life dreams, goals, and purpose into their
spending, investments, risk management, and estate plans. She is a
licensed Certified Financial Planner (CFP®) and Certified Financial
Transitionist (CeFT®). She actively hosts Women’s Circle to “change
the conversation” about personal finance for women and participates
in advisory communities to empower, educate, and engage women in
the management of their personal finances. She also specializes in
empowering widows to lean into life, build resilience and make a
positive difference in the world.
Connect with Linda: