Services, nec, nec, Auditing services
Oak Tree Wealth Management
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.