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 Robayo is a CFP® professional with eight years of experience at Silver Oak Wealth Advisors Services, LLC in Los Angeles. Her background includes roles in insurance and entrepreneurship, including managing a daycare and self-employment with PCA International Ltd. Silver Oak Wealth Advisors Services provides integrated wealth management, financial planning, and discretionary investment management to individuals, family trusts, charitable organizations, and businesses. The firm employs a holistic “Family CFO” model that combines investment, tax, estate, cashflow, and risk management, serving approximately 140 clients with both passive and active strategies.

Alyssa Crews is a CFP® professional with two years of industry experience, currently serving at Silver Oak Wealth Advisors Services, LLC. Her background includes roles at Kansas State University and Whitworth University prior to joining Silver Oak. Silver Oak Wealth Advisors Services provides integrated wealth management, financial planning, and discretionary investment management to individuals, family trusts, charitable organizations, and businesses. The firm manages approximately $262 million for about 140 clients using a holistic “Family CFO” model that combines investment planning, tax and estate coordination, and risk management.