Laura Robayo
Investment adviser representative at Silver Oak Wealth Advisors Services, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$300MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Silver Oak Wealth Advisors Services, LLCFeb 2018 to now
- Save-on Insurance Service IncJul 2017 to Feb 2018
- Bubbles N Colors DaycareMar 2017 to Feb 2018
- Save-on Insurance Service IncNov 2016 to Jan 2017
- Pca International Ltd (self-employed)Apr 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Silver Oak Wealth Advisors Services, LLC
$300MAssets managed
142Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7280172
- Firm CRD
- 291645