Eric Bruck, Cfp, Ceft Email & Phone Number

Silver Oak’s unique practice and approach stems from the reason we founded our firm 19 years ago. We wanted a conflict-free firm which we would want to hire to guide our own families' financial lives. So, we created one.We have grown into a virtual Family Office with Wealth Planning, Coaching, Education and Advocacy services for a VERY HIGH and ULTRA HIGH net worth client faced with the sudden complexity of their financial life. Our minimum fee (No Assets, No Problem!) covers all WM services and allows us to address the client's entire balance sheet and their personal relationship to money without conflict of interest. Fiduciary & Fee-Only. Life Transition Coaching for suddenly wealthy single women in transition (think widows and divorcees, inheritors) is our specialty…we focus on the person before we focus on the money.As stewards of multi-generational family wealth, we always strive to deliver more than you expect.Additionally, our clients are often age 50+ professionals, executives and business owners experiencing their personal and financial transition to their "next chapter".Silver Oak's advisors' combined experience spans more than 6 decades. We hold CFP®, Certified Financial Transitionists (CeFT®), CPA and MBA credentials; and we hold ourselves to a Fiduciary Stewardship Standard of Care.I have been Registered Investment Advisor since 1984, a Certified Financial Planner Practitioner(R) since 1988, and a Certified Financial Transitionist (CeFT)... a trusted advisor to high wealth individuals and an industry leader for over 40 years. Along the way, I have held local and national leadership roles in the Financial Planning Association, been featured in publications and was a speaker at the 3 yearly L.A. Times Investment Strategies Conferences.(See my complete bio at www.silveroakwa.com/about)

Listed skills include Wealth Management, Strategic Financial Planning, Investments, Wealth, and 29 others.