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Treehouse Wealth Advisors is proud to announce that Stacey Chin, CFP®, ChFC®, Private Wealth Advisor and CIO, has been named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list for California. The tenth annual ranking highlights leading women advisors across the country and recognizes individuals for their professional experience, industry leadership, and dedication to serving clients.
Stacey’s inclusion reflects her commitment to thoughtful planning, disciplined investment management, and helping clients align their financial resources with the lives they want to lead. Her recognition also reflects Treehouse’s broader mission to challenge convention, elevate the client experience, and support individuals and families in building meaningful financial lives.
See Stacey’s award page here. See the full ranking here.
Source: Forbes.com (published February 4, 2026) Data compiled by SHOOK Research LLC based on time period from 6/30/24 – 6/30/25. Rankings are not indicative of future performance and may not reflect the experience of any single client. Treehouse Wealth Advisors did not pay a fee to be included in or promote this ranking.
Additional Disclosures: Forbes 2026 Best-in-State Top Women Wealth Advisors, developed by SHOOK Research LLC, utilizes an algorithm of weighted qualitative and quantitative metrics to create the ranking. The quantitative factors include, but not limited to, revenue trends, and assets under management. The qualitative factors, including without limitation to the following, are assessed through surveys submitted by advisors and interviews with advisors that allow SHOOK Research LLC to evaluate compliance records, industry experience, and a SHOOK proprietary measure of “client” impact. Client portfolio performance is not a criteria due to varying client objectives and availability of audited performance data. The basic requirements for advisor nominees include, among other conditions, 7 years’ experience as an advisor, completion of an online survey, and the advisor must be recommended and nominated by their firm.
Please see further information on the methodology here.
Garrison Point Advisors, LLC doing business as “Treehouse Wealth Advisors” (“TWA”) is an investment advisor in Walnut Creek, CA registered with the Securities and Exchange Commission (“SEC”). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. TWA only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of TWA’s current written disclosure brochures, Form ADV Part 1 and Part 2A, filed with the SEC which discusses among other things, TWA’s business practices, services, and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.
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