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Oak Tree Wealth Management

Oak Tree Wealth Management

2697 Derby Dr.
San Ramon CA 94583

Phone: 925-275-9400
Fax: 888-965-9550

diane@oaktreewealth.com

Contact

Office: 925-275-9400

Fax: 888-965-9550

2697 Derby Dr.

San Ramon, CA 94583

FINRA Series 7, 63, & 66 currently held with LPL Financial. California Insurance License #0785820.

diane@oaktreewealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2021 FMG Suite.

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. Diane may only discuss and/or transact business with residents of CA, CO, ID, MN, NV, and OR. California Insurance License #0785820.