Ms Diane L Woodward CFP
Oak Tree Wealth Management
3180 Crow Canyon Pl Ste 220, San Ramon, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$350,000
Languages
English
License
Not Validated
Areas of Expertise
Comprehensive Financial Planning, Divorce Issues, Investment Management, Life Transitions, Retirement Planning, Social Security Planning, Women's Finances
Client reviews 1 published
1
Favorable
0
Unfavorable
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Neutral
Favorable
Certified Trusted Financial Advisor