Broker Check

Who We Are

At Oak Tree Wealth Management, we prioritize a partnership philosophy with our clients. Our fee-based model ensures that our interests are aligned with yours, fostering a strong sense of confidence in our shared goals. We are dedicated to staying up-to-date with the latest developments in the financial world, enabling us to provide you with the most appropriate and informed advice.

Putting You First

Our focus is entirely on you, our valued client. We believe in the power of the financial planning process to guide and support you along your chosen path, particularly during times of stress or market volatility. We channel all our energy, commitment, and efforts into serving your best interests.

Diane and the Founding of Oak Tree Wealth Management

Diane, the founder of Oak Tree Wealth Management, absolutely loves her job. This profession is a perfect fit for her as it allows her to combine her analytical skills with her desire to help others. Diane builds truly personal relationships with her clients, understanding their unique needs and aspirations. She strongly believes in the financial planning process and regular reviews to ensure clients stay up-to-date and on track.

Diane and the Founding of Oak Tree Wealth Management

In 2005, Diane made the decision to rejoin the financial industry with a specific goal in mind: to provide her three sons with the opportunity to attend college. This personal experience has shaped her approach to helping others, using her own journey striving to establish trust and build connections with her clients. Diane proudly "eats her own cooking" by investing in the same opportunities she offers to her clients, demonstrating her unwavering belief in the value of these investments. 

One of the most impactful moments in Diane's career was when she provided professional guidance to her mother after her father's passing. Her mother expressed deep gratitude, saying, "How does anyone deal with this if they don't have you?" This experience, while personally challenging, was one of the most rewarding moments in Diane’s career.  While she works with many couples, she specializes in helping newly independent women.

Diane L. Woodward, CFP®, RICP®

CERTIFIED FINANCIAL PLANNERâ„¢ and Owner

775-298-2982

888-965-9550

diane@oaktreewealth.com

Since 1989, it has been my absolute joy and privilege to assist families, couples, and independent women in gaining confidence and taking control of their personal finances through collaborative financial planning. Throughout my journey, I've had the incredible opportunity to connect with individuals from diverse backgrounds and establish meaningful relationships. I firmly believe that financial planning is not just about numbers and charts; it's about understanding your unique story and crafting a roadmap that aligns with your aspirations.

After exploring different corners of the United States, I have finally found my slice of paradise in the awe-inspiring landscapes of Lake Tahoe. It's a place I've long held close to my heart, and I feel incredibly grateful to call it home. As I settled here, I brought with me a deep-rooted passion to make a positive impact on the lives of those I serve.

My journey into the world of finance began with a BA in Economics from UCSB, which provided me with a solid foundation for my career. Over the years, I've dedicated myself to continuous professional growth, earning the esteemed CERTIFIED FINANCIAL PLANNER™ certification in 1992 and Retirement Income Certified Professional™ designation in 2013. These achievements serve as a testament to my unwavering commitment to excellence in my field.

I like to say ‘I eat my own cooking’ because I use the same methods for financial planning and managing your money that I use for my own. So when we make plans together, you can feel as confident in my guidance as I do in handling my own finances.

When I'm not working alongside my clients, you'll find me cherishing moments with my loved ones, both human and furry. My sons have now grown up and moved out into the world to begin their own journeys, and I am so thankful I could help them along their way. With my husband of over 36 years, we are taking advantage of all that Tahoe has to offer with hiking, kayaking, skiing, and now a new favorite, pickleball.  With our new gourmet kitchen, I’m working on becoming a cook whose guests always want an invitation back.  I also volunteer on the board of the local American Association of University Women chapter, (AAUW), where we work towards more equality and opportunities for women and girls.

 

Hiking on our wedding anniversary above Lake Tahoe.Our three sons with the quilts I made for each.