Diane Woodward, Cfp®, Ricp®

Diane Woodward, Cfp®, Ricp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER® professional at Oak Tree Wealth Management @ Oak Tree Wealth Management
san ramon, california, united states
Diane Woodward, Cfp®, Ricp®'s Location
Incline Village, Nevada, United States, United States
Diane Woodward, Cfp®, Ricp®'s Contact Details

Diane Woodward, Cfp®, Ricp® work email

Diane Woodward, Cfp®, Ricp® personal email

n/a

Diane Woodward, Cfp®, Ricp® phone numbers

About Diane Woodward, Cfp®, Ricp®

My clients partner with me to gain a sense of control and confidence in their financial lives. By receiving education and independent professional guidance my clients have the tools they need to make financial decisions. We start with a financial plan, so clients can see where they are and what it may take to pursue their goals. Once we understand the "cost" of their goals, then we can adjust cash flow, investments and/or the goals themselves. We work together over the long term as life changes.Areas of Focus: I work with families and couples that have reached a level of success in their lives and want a financial partner on their side. I focus on working with newly independent women.

Diane Woodward, Cfp®, Ricp®'s Current Company Details
Oak Tree Wealth Management

Oak Tree Wealth Management

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CERTIFIED FINANCIAL PLANNER® professional at Oak Tree Wealth Management
san ramon, california, united states
Website:
oaktreewealth.com
Employees:
2
Diane Woodward, Cfp®, Ricp® Work Experience Details
  • Oak Tree Wealth Management
    Certified Financial Planner® Professional
    Oak Tree Wealth Management Nov 2008 - Present
    Incline Village, Nevada
    We are an independent wealth management firm. The term independent means we have an professional experienced perspective regarding the specific strategies that are used to pursue your goals. I offer no proprietary products. I offer a defined process for identifying your goals and concerns, evaluating your assets and obligations, and creating a financial plan that provides a clear roadmap and a strategy for working towards your goals. When you work with me you will have the caring guidance of an experienced professional who is sensitive to your needs.I am a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to the 'Contact' section. Investment advice offered through Mariner Independent Advisor Network, LLC, a Registered Investment Advisor. Oak Tree Wealth Management, LLC, and Mariner Independent Advisor Network, LLC, are separate entities from LPL Financial.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
    View
  • Stahlschmidt Financial Group
    Certified Financial Planner™
    Stahlschmidt Financial Group Oct 2004 - Oct 2008
    Independent Financial Advisor at firm.
  • Citicorp Investment Services
    Certified Financial Planner™
    Citicorp Investment Services Aug 1992 - Feb 1995
    View
  • Ids (Now Ameriprise)
    Certified Financial Planner™
    Ids (Now Ameriprise) Jan 1989 - Jul 1992

Diane Woodward, Cfp®, Ricp® Skills

Strategic Financial Planning Wealth Management Certified Financial Planner Investment Advisory Retirement Planning Asset Managment Investments Securities Estate Planning Insurance Financial Advisory Personal Finance Financial Goals Investment Management Wealth Financial Services Investment Strategies Personal Financial Planning Portfolio Management Public Speaking Widows Divorce Financial Coaching Social Security

Diane Woodward, Cfp®, Ricp® Education Details

Frequently Asked Questions about Diane Woodward, Cfp®, Ricp®

What company does Diane Woodward, Cfp®, Ricp® work for?

Diane Woodward, Cfp®, Ricp® works for Oak Tree Wealth Management

What is Diane Woodward, Cfp®, Ricp®'s role at the current company?

Diane Woodward, Cfp®, Ricp®'s current role is CERTIFIED FINANCIAL PLANNER® professional at Oak Tree Wealth Management.

What is Diane Woodward, Cfp®, Ricp®'s email address?

Diane Woodward, Cfp®, Ricp®'s email address is di****@****lth.com

What is Diane Woodward, Cfp®, Ricp®'s direct phone number?

Diane Woodward, Cfp®, Ricp®'s direct phone number is +192530*****

What schools did Diane Woodward, Cfp®, Ricp® attend?

Diane Woodward, Cfp®, Ricp® attended Uc Santa Barbara, University Of New Hampshire.

What are some of Diane Woodward, Cfp®, Ricp®'s interests?

Diane Woodward, Cfp®, Ricp® has interest in Walking My Dogs, Skiing, Quilting, Economic Empowerment.

What skills is Diane Woodward, Cfp®, Ricp® known for?

Diane Woodward, Cfp®, Ricp® has skills like Strategic Financial Planning, Wealth Management, Certified Financial Planner, Investment Advisory, Retirement Planning, Asset Managment, Investments, Securities, Estate Planning, Insurance, Financial Advisory, Personal Finance.

Who are Diane Woodward, Cfp®, Ricp®'s colleagues?

Diane Woodward, Cfp®, Ricp®'s colleagues are Miriam Nyakudzuka, Cary Willis.

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