Oak Tree Wealth Management

Oak Tree Wealth Management An independent Certified Financial Planner to help you work towards your goals, while adhering to your most important values. www.finra.org, www.sipc.org.

Oak Tree Wealth Management is an independent firm located in the Lake Tahoe basin of Nevada. We work with families and individuals that have reached a level of success in their lives and want a financial planner to help them move to the next level. Our clients mostly live in in the Tri-Valley area from Lafayette, Walnut Creek, down through San Ramon and out to Pleasanton and Livermore. We speciali

ze in working with widows and divorcees. We find that our services, especially for newly independent women, help our clients have control and confidence in their financial lives. Please call us today to see if we are the long term partner you would like to have on your side! Diane is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC, and Oak Tree Wealth Management, LLC, are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.oaktreewealth.com.

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1159 Altdorf Terrace Mailing Address: 930 Tahoe Boulevard, Ste 802, #337
Incline Village, NV
89451

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