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Money Matters at Every Stage - A Guide for Women Who Want to Expand Their Investment Confidence

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 San Ramon  See map

Today, more women than ever are responsible for their financial well-being, and the financial well-being of their families. But women often face unique financial challenges that can impact their ability to achieve financial security. That's why it's so important that no matter what life stage they're in, women know how to save, invest, and plan for their future.


Our quest speaker is Diane Woodward, CFP®, an independent CERTIFIED FINANCIAL PLANNER™ Professional, and owner of Oak Tree Wealth Management. Diane is a registered representative with and securities, advisory services and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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