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East Bay Five Star award winner
Diane L. Woodward, CFP®, RICP®
Diane L. Woodward
Certified Financial Planner™
Oak Tree Wealth Management
2019 Five Star
Wealth Manager
Contact Me!
Seven-Year Winner
PROFESSIONAL PROFILE

Diane L. Woodward
Certified Financial Planner™
Oak Tree Wealth Management
925-275-9400
PROFESSIONAL ACCOMPLISHMENTS

  • Five Star Wealth Manager award winner 2012-2016, 2018


RESOURCES

What I Can Offer My Clients

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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.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.