Julie Meissner, founder and CEO of Treehouse Wealth Advisors, was recently featured in a WealthManagement article titled “Nine Book Recommendations From Advisors to Get You to the End of Summer.”
The article showcases summer reading recommendations from well-read financial advisors, featuring both professional development books and leisure reading options. The recommendations span topics from happiness and psychology to thrillers, providing diverse options for advisors looking to expand their reading during the summer months.
Julie recommended “The Good Life: Lessons from the World’s Longest Scientific Study of Happiness” by Robert Waldinger and Marc Schulz. She explained her choice: “I recently read The Good Life for our book club at work. It’s the perfect summer read. The book is based on the findings from the Harvard Study of Adult Development and demonstrates how we can make our lives more fulfilling and ‘happier’ by fostering our connections with others.”
Julie connected the book’s themes to the advisory profession: “Giving financial advice means being a confidante and a counselor. It also implies offering guidance on how money can be a tool for a happy and fulfilling life. The Good Life is full of practical tips about how each one of us can find happiness and how we can help others build happier, healthier lives.”
Her recommendation reflects Treehouse’s philosophy of viewing financial planning as more than just numbers, emphasizing the human connections and life fulfillment aspects of wealth management.
Treehouse Wealth Advisors is a fee-only wealth management firm based in the San Francisco Bay Area, serving innovators, legacy builders, and impact makers. The firm provides personalized financial planning, investment management, and wealth advisory services, helping clients navigate significant life changes while working toward fulfilling and meaningful lives.
