Diane Woodward 2018-11-13T09:22:59+00:00

Diane L. Woodward, CFP®, RICP®

This Financial Advisor carries the Women’s Choice Award seal to support the empowerment of women.

OakTreeWealth

Certified Financial Planner™
LPL Financial

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.”

Diane Woodward

Contact Information

Address:
3180 Crow Canyon Place, Suite 220
San Ramon CA 94583

Phone: 925-275-9400
Websites: http://www.oaktreewealth.com/
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Our Practice

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

  • Financial Planning

  • Investment Management

  • Retirement Income Planning

  • Social Security Optimization

  • Women in Transition

  • Coordination with Other Advisors

Specialties and Types of Clients Served

I specialize in supporting newly independent women. Diane is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

3180-Crow-Canyon-Court

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This content is for informational purposes only and is not intended to provide medical advice