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Diane L. Woodward, CFP®

Oak Tree Wealth Management

3180 Crow Canyon Place
Suite 220
San Ramon, CA 94583
Phone: (925) 275-9400
Fax: (888) 965-9550

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Insurance
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: Fees will depend on the size of the account.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.