Diane L. Woodward, CFP®, RICP®
This Financial Advisor carries the Women’s Choice Award seal to support the empowerment of women.
Certified Financial Planner™
Certifications & Licenses:Certified Financial Planner™, Retirement Income Certified Professional®, Series 7, 63 & 66. California Insurance License #0785820.
States where licensed: AZ, CA, ID, OR, PA
“It is an honor to guide and educate my clients so they can make the best choices for themselves and their families. While we discuss serious topics, my clients appreciate my positive attitude, no jargon explanations, and sense of humor.”
3180 Crow Canyon Place, Suite 220
San Ramon CA 94583
Oak Tree Wealth Management helps families, couples and newly independent women gain confidence in and control over their financial lives. We leverage our deep expertise in financial planning to uncover our clients’ core values and goals. As a client of Oak Tree Wealth, we want you to feel confident knowing we are dedicated to keeping up on the latest changes in the financial markets and providing you with a long term partner you can count on.
Services Offered and Areas of Focus
Retirement Income Planning
Social Security Optimization
Women in Transition
Coordination with Other Advisors