Broker Check

Team

At Oak Tree Wealth Management, we pride ourselves in a partnership philosophy with you, our clients.  With our fee-based model, our interests are aligned with yours.  By keeping up on the latest in the financial world, we can confidently help you make the most appropriate decisions for you.  We believe strongly in the financial planning process to help keep clients on their chosen path, especially in times of stress or market madness.

All of our energy, commitment and efforts are focused on you, our client.

Diane L. Woodward, CFP®, RICP®

CERTIFIED FINANCIAL PLANNERâ„¢

925-275-9400

888-965-9550

Since 1989 it has been my honor to help families, couples and newly independent women gain confidence and control over their personal finances through collaborative financial planning. I come from a family with an interest in finance and a

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Sydney Rosener

Client Services Assistant

925-275-9400

888-965-9550

Sydney is an administrative professional with prior experience in the legal, healthcare and financial services industries. Sydney's job includes client service, compliance maintenance, paperwork control, and generally doing anything...

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Ian Woodward

Special Projects

Ian helps us with special projects, on an as needed basis. He is currently attending college working on his bachelor degree. Ian has quite an ability drawing and hopes to channel that into a career.

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