Oak Tree Wealth Management

Specialties

At Oak Tree Wealth Management our goal is to help you reach your goals. It is easier to work on your goals when you have a partner to help. In today’s specialized world, wouldn’t you like an independent Certified Financial Planner™ Professional with decades of experience on your side? We would like to be your long term partner helping you work towards creating a solid financial future for you and your family.

We work with families and individuals that have reached a level of success in their lives and want a financial planner to help them move to the next level. Our clients mostly live in in the Tri-​Valley area from Lafayette, Walnut Creek, down through San Ramon and out to Pleasanton and Livermore. We specialize in working with widows and divorcees. We find that our services help our clients have control and confidence in their financial futures.

Diane is a registered representative with and securities offered through LPL Financial, Member SIPC.

History

Established in 2008.

In 2014 Diane was very proud to be awarded the Women’s Choice Award for Financial Advisors. The Women’s Choice Award® is the premier recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.

Diane has also been awarded the Five Star Professional Wealth Manager award from 2012 – 2014. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered.

Meet the Business Owner

Diane W.

Business Owner

Diane Woodward, CFP® entered the financial services industry in 1989 with one goal: Helping people better understand and navigate the world of personal finance. With a vision to build her firm based on trust and respect, Diane has far exceeded that objective.

Diane has extensive experience advising individuals and families that have built a solid financial base and are ready for professional guidance. Diane specializes in working with newly independent women. Especially when a woman becomes a widow, or gets divorced, step by step expert financial guidance is crucial.

Diane’s clients appreciate her ability to break down complex issues and develop a concise approach to address the matters at hand, as well as her ongoing attention to help her clients stay on track.