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Diamond Oak Wealth Partners - James BassettFinancial advisor in San Ramon, CA

Diamond Oak Wealth Partners - James Bassett is a financial advisor at 2333 San Ramon Valley Blvd Ste 225, San Ramon, CA 94583, ranked #46 of 382 financial advisors in San Ramon and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Ramon, CAUpdated 0 paid placements in any rankingHow we rank

Call (925) 478-7777Website ↗

Key facts

Key facts about Diamond Oak Wealth Partners - James Bassett
Address2333 San Ramon Valley Blvd Ste 225, San Ramon, CA 94583Get directions
Phone(925) 478-7777
Websitediamondoakwealth.com
HoursMonday to Friday: 8:30 AM – 6 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Ramon and 11 towns within 25 miles: Danville, Dublin, Alamo, Fairview, Castro Valley, Moraga, Ashland, Hayward, Cherryland, Pleasanton and Walnut Creek.

Based in San Ramon, CAView on map

Opening hours

Opening hours for Diamond Oak Wealth Partners - James Bassett
DayHours
Monday8:30 AM – 6 PM
Tuesday8:30 AM – 6 PM
Wednesday8:30 AM – 6 PM
Thursday8:30 AM – 6 PM
Friday8:30 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Diamond Oak Wealth Partners - James Bassett

How is Diamond Oak Wealth Partners - James Bassett ranked in San Ramon?

Diamond Oak Wealth Partners - James Bassett is ranked #46 of 382 financial advisors in San Ramon by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Diamond Oak Wealth Partners - James Bassett’s hours?

Diamond Oak Wealth Partners - James Bassett is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Diamond Oak Wealth Partners - James Bassett serve?

Serves San Ramon and 11 towns within 25 miles: Danville, Dublin, Alamo, Fairview, Castro Valley, Moraga, Ashland, Hayward, Cherryland, Pleasanton and Walnut Creek. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Diamond Oak Wealth Partners - James Bassett?

Diamond Oak Wealth Partners - James Bassett has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Diamond Oak Wealth Partners - James Bassett?

Call Diamond Oak Wealth Partners - James Bassett on (925) 478-7777. The business is at 2333 San Ramon Valley Blvd Ste 225, San Ramon, CA 94583. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Diamond Oak Wealth Partners - James Bassett compared with nearby businesses
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Diamond Oak Wealth Partners - James Bassett (this business)—615.0 (5)NoNo
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