Diamond Oak Wealth Partners

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1840 San Miguel Dr
Walnut Creek, CA 94596
+1 (925) 478-5524
https://www.diamondoakwealth.com

Diamond Oak Wealth Partners, located in Walnut Creek, CA, is dedicated to providing sophisticated wealth management tailored to individual client needs. With a focus on comprehensive planning, investment strategies, and personalized guidance, the firm aims to empower clients in making informed financial decisions.

Co-founded by experienced advisors Randi Bednarczyk and James Bassett, Diamond Oak Wealth Partners serves a diverse clientele, including business owners, corporate executives, and healthcare professionals. Their disciplined approach combines analytical insights with a deep understanding of clients' unique financial situations, ensuring a well-rounded strategy for wealth preservation and growth.

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United States›California›Walnut Creek›Diamond Oak Wealth Partners