Oak Tree Wealth Management

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3180 Crow Canyon Pl Ste 220
San Ramon, CA 94583
+1 (925) 275-9400
https://www.oaktreewealth.com

Located in San Ramon, CA, Oak Tree Wealth Management is an independent firm that caters to individuals and families seeking financial planning services to elevate their success. Specializing in assisting divorcees, widows, and women in transition, Oak Tree helps clients gain confidence and control over their finances.

Registered representative Diane Woodward, in partnership with LPL Financial, offers financial planning and securities services exclusively to residents of California, Connecticut, and Pennsylvania. With a focus on empowering clients to achieve their financial goals, Oak Tree Wealth Management provides personalized guidance and support for those looking to take their finances to the next level.

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