Broker Check

Oak Tree Wealth Management

Oak Tree Wealth Management

CERTIFIED FINANCIAL PLANNERâ„¢

925-275-9400
diane@oaktreewealth.com

For many, understanding every aspect of personal finance can be daunting. From investments to retirement planning, estate planning to Social Security, the decisions can be overwhelming.

That’s where our firm comes in—having an independent CERTIFIED FINANCIAL PLANNER on your side helps take the guesswork out of your financial life.

Once you have attained a certain level of success—we have the tools and background to help you maintain or reach towards your desired level of financial comfort.  Which investments are right for you?  Are you on target to retire when you want?  Is there anything you can do to help with taxes?  What information should you know to make the right choice regarding Social Security benefits?  Have you handled your estate plan?  A financial plan can help bring your finances into focus.

We work hard to create a mutually beneficial long-term relationship with our clients and their families.  We take pride in knowing that we have helped many people work towards their goals.

For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.