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.
CERTIFIED FINANCIAL PLANNER™
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. After living all over the US, plus Rio de Janeiro, I settled in California. I attended UCSB earning a BA in Economics to start my career in Finance.
I have earned two of the most respected industry designations, CERTIFIED FINANCIAL PLANNER™ (1992) and Retirement Income Certified Professional™ (2013). I am very honored to also have repeatedly won The Women's Choice Award® and The Five Star Wealth Manager Award.
I come from a family with an interest in finance and a passion for making a difference. My grandfather opened his own bank at the age of 19 in the state of Iowa; which remains in business today. My father like his father, was also a planner. He was able to prepare my family with a well thought out investment and estate plan. It was with my father’s passing that I realized my gift for helping widows as a financial advisor. As I worked with my mother through the difficult transition and planning for her future, my gentle guidance, humor and use of plain English enabled me to serve my highest calling and make a difference.
I have made our mission at Oak Tree Wealth to understand where you are financially and where you want to go. Starting with a detailed discovery process, we create a plan to get you there and work together over the years to adjust for any changing needs.
Just as my family and I take on new adventures and hire the appropriate guides, I am happy to be my clients' guide to help them stay safe on their chosen path. When I’m not advising, I love spending time with my family, human and furry, hiking, kayaking, skiing and quilting.
The Women’s Choice Award® given to Diane by WomenCertified Inc. is a recognition award for advisors who provide quality service to their clients. The Award is based on 17 objective criteria associated with providing quality service to their clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey. The Five Star award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2016 Five Star Wealth Managers.