Oak Tree Wealth Management
Financial Services - San Ramon, California, United States
Oak Tree Wealth Management Employees
Oak Tree Wealth Management Details
At Oak Tree Wealth Management our goal is to help you reach your goals. It is easier to work on your goals when you have a partner to help. In today's specialized world, wouldn't you like an independent CERTIFIED FINANCIAL PLANNER™ Professional with decades of experience on your side? We would like to be your long term partner helping you work towards creating a solid financial future for you and your family.Oak Tree Wealth Management is an independent firm located in San Ramon in the East Bay area of Northern California. We work with families and individuals that have reached a level of success in their lives and want a financial planner to help them move to the next level. Our clients mostly live in in the Tri-Valley area from Lafayette, Walnut Creek, down through San Ramon and out to Pleasanton and Livermore. We specialize in working with widows and divorcees. We find that our services, especially for women in transition, help our clients have control and confidence in their financial lives.Diane Woodward is a registered representative with and securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org. Diane may only discuss and/or transact business with residents of CA, CT and PA.
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