San Ramon / California / United States
At Oak Tree Wealth Management, we pride ourselves in a partnership philosophy with you, our clients. With our fee-based model, our interests are aligned with yours. By keeping up on the latest in the financial world, we can confidently help you make the most appropriate decisions for you. We believe strongly in the financial planning process to help keep clients on their chosen path, especially in times of stress or market madness. Diane Woodward is a registered representative with and securities and financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Diane may only discuss and/or transact business with residents of CA and PA.
