California State Auto Association

Diamond Oak Wealth Partners, located in Walnut Creek, CA, is dedicated to providing sophisticated wealth management tailored to individual client needs. With a focus on comprehensive planning, investment strategies, and personalized guidance, the firm aims to empower clients in making informed financial decisions. Co-founded by experienced advisors Randi Bednarczyk and James Bassett, Diamond Oak Wealth Partners serves a diverse clientele, including business owners, corporate executives, and healthcare professionals. Their disciplined approach combines analytical insights with a deep understanding of clients' unique financial situations, ensuring a well-rounded strategy for wealth preservation and growth. Generated from the website