Diane Woodward, Oak Tree Wealth Management | Best Financial Advisor | Women’s Choice Award

Diane Woodward

Certified Financial Planner™
Oak Tree Wealth Management
2697 Derby Dr.
San Ramon, CA 94583
Go to website

I specialize in supporting newly independent women. Diane Woodward is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC. and Oak Tree Wealth Management, LLC, are separate entities from LPL Financial.

Certifications & Licenses:  

Certified Financial Planner™, Retirement Income Certified Professional®, Series 7, 63 & 66. California Insurance License #0785820.

States where licensed: AZ, CA, ID, OR, PA

“It is an honor to guide and educate my clients so they can make the best choices for themselves and their families. While we discuss serious topics, my clients appreciate my positive attitude, no jargon explanations, and sense of humor.” - Diane Woodward

Our Practice

Oak Tree Wealth Management helps families, couples and newly independent women gain confidence in and control over their financial lives. We leverage our deep expertise in financial planning to uncover our clients’ core values and goals. As a client of Oak Tree Wealth, we want you to feel confident knowing we are dedicated to keeping up on the latest changes in the financial markets and providing you with a long term partner you can count on.

Services Offered and Area of Focus

  • Financial Planning
  • Investment Management
  • Retirement Income Planning
  • Social Security Optimization
  • Women in Transition
  • Coordination with Other Advisors

Find Us