Oak Tree Wealth Management is an independent firm located in San Ramon in the East Bay area of Northern California. It works with individuals and families who have achieved a level of success and wish to have a financial planner help them move to the next level. Oak Tree specializes helping divorcees, widows and other women in transition gain confidence and control of their finances.
Diane Woodward is a registered representative with the financial planning and securities offered through LPL Financial, a Registered Investment Advisor and a member of FINRA/SIPC. Diane works only with residents of California, Connecticut and Pennsylvania.