#13,408,466 (+77%) - oaktreewealth.com
Title: Oak Tree Wealth Management
Description: We are independent fee-based financial planners that work with our clients on a long term basis to help them reach their financial goals.
Keywords:financial planner, CFP, Certified Financial Planner, Financial Advisor, Financial Planning, Wealth Management, independent advice, retirement planning, college planning, investment advice, investment management, fee-based, life insurance, long term care insurance, special needs planning, college funding, 529 plans, IRA, IRA rollover, annuities, variable annuities, Diane Woodward, Ora Citron, Diane L. Woodward, Ora R. Citron,
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Alamo, CA, financial advice, Diane Woodward, CFP, Diane L. Woodward, Ora Citron, MBA, Ora R. Citron, estate planning, Oak Tree Wealth, Oak Tree Wealth Management, women & investing, female advisors, women advisors, divorcees, divorcees, widow, widows, widowhood, financial services, financial consultant, investment advisor, social security, social security planning, social security maximization, mutual funds, ETF, retirement income planning, women in transition(View Less)