Eric Bruck - Investment Mgmt - Financial Advisor - Wealth Management

Profession	Investment Mgmt

Specialty	Financial Advisor - Wealth Management

Group	WS [GLIT - EC]

Business Name	Silver Oak Wealth Advisors LLC

Title	Principal, Certified Financial Planner

Address	10866 Wilshire Blvd Suite 1270 Los Angeles, CA 90024-4350

Work Phone	(310)207-4800 x202

Fax	(310)943-0398

Web Site	www.silveroakwa.com


Member 1-Sheet	Click to view
Member Since	3/1997

Gaining financial security is just part of the lifestyle equation. Keeping it is every bit as important. That�s why at Silver Oak Wealth Advisors we�re more than investment advisors. We�re a full service wealth planning and
management firm built to help each client forge a solid financial future "from the ground up."

Our tailored approach is key to enhancing each client's lifestyle, both now and in the future. It is different and empowering. Further, our understanding of what drives markets limits downside investment risks while producing required client returns. It all adds up to the adding of significant value to the quality of our clients' lives.

To ensure that each client gets the most thorough advice possible, Silver Oak's principals have assembled an entire team, each an expert in his or her field, to provide input and recommendations and create strategies to protect the many facets of his or her financial life. External and internal team members confer regularly to review the situation and initiate any changes needed to protect the client and to take advantage of new opportunities.

Whatever the goals � retirement, more
free time, less stress with peace of mind � Silver Oak can help you get there.

�Building and preserving wealth through independent thinking and prudent investment advice. Principals of Silver Oak are Certified Financial Planners (CFP�), CPA�s, PFP's and MBA�s with over five decades of combined experience as trusted wealth advisors.

�Protecting wealth via investment policies and managed tax strategies that reflect a client�s goals and degree of financially and emotionally acceptable risk.

�Transferring wealth in a way that reflects a client�s desired family and social legacy.

�Charitable gifting � advising clients with the aim of giving the client�s desired charities the maximum financial benefit while securing for the client the maximum tax benefit.

�Integrating the above into custom, comprehensive wealth and retirement planning and investment management for each client

At Silver Oak Wealth Advisors, enhancing the wealth of our clients is about more than money. We develop an understanding of their values, and their big picture, the purpose for their wealth through integrated financial planning. We protect client assets and resources from what could go wrong, preserve their wealth for future generations, and advise clients on wealth transfer and the tax benefits of charitable gifting. Our extensive experience with retirement planning includes advising clients on their 401K plans and pension plans. While the firm serves a broad range of entrepreneurial and professional clientele, Silver Oak has special in-depth experience dealing with the unique situations of busy attorneys. We are independent and fee-only.

- Specialized niche in serving the unique financial & professional situations of busy and successful attorneys, and those who need the services of attorneys.

- Specialized niche serving Business owners with pre-sale transaction scenario planning and analysis to ensure post-sale lifestyle objectives are achieved.

- Retirees, Divorcees and other successful Professionals

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Member 1-Sheet	Click to view


College Degrees	UCLA, BA 1967; Certified Financial Planner(R)1988


Speaking/Teaching Experience	LA Times Inv Strat Conf-4yrs; Times Money Makeovers; NPR, PubTV


Organizations	Pres & Chairman,FPA-LA FPA Natl Planners Adv Council


License Number	CFP BD ID# 17281

Los Angeles - Investment Mgmt

Specialties: Financial Advisor - Wealth Management