Stacey Chin Named to Forbes 2026 Top Women Wealth Advisors Best-In-State List for California

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.

The Forbes ranking, developed by SHOOK Research LLC, uses an algorithm that weights qualitative and quantitative metrics, including revenue trends, assets under management, compliance records, industry experience, and client impact measures. The evaluation process requires advisors to have at least seven years of experience and be recommended and nominated by their firm. 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. Neither Garrison Point Advisors, LLC doing business as “Treehouse Wealth Advisors” (“TWA”) nor its employees paid a fee to SHOOK Research LLC or Forbes for placement on its rankings.

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 and work toward fulfilling, meaningful lives.

https://treehousewealth.com/important-disclosures/

Written By

Treehouse Wealth Advisors

Disclosure:

Form CRS (Client Relationship Summary) is a summary of the services and fees we offer to “retail” investors, which are natural persons who seek or receive services primarily for personal, family, or household purposes.

Click here to download a PDF of Treehouse Wealth Advisors’ Form CRS.

Garrison Point Advisors, LLC doing business as “Treehouse Wealth Advisors” (“TWA”) is an investment advisor based in Walnut Creek, CA and 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.

The information provided in this blog is for educational and informational purposes only and is not intended to constitute financial, investment, tax, legal, or accounting advice. The content is general in nature and may not be applicable to your individual circumstances. Nothing herein should be interpreted as a recommendation or solicitation to buy, sell, or hold any security, investment strategy, or financial product.

Readers should not act upon the information contained in this blog without seeking advice from a qualified professional who is familiar with their specific financial situation. Any examples or hypothetical scenarios discussed are for illustrative purposes only and do not guarantee future results.

All opinions expressed are subject to change without notice. While care has been taken to ensure the accuracy of the information presented, no guarantee is made as to its completeness or accuracy, and no liability is assumed for reliance on this content.

Any non-TWA links or websites mentioned in this site are unaffiliated with TWA, and TWA has not been involved in the preparation of the content. In circumstances where we reference non-TWA links, external websites, or third-party content, it should not be construed as an endorsement or adoption by TWA. TWA does not guarantee the accuracy of, or assume any responsibility for, any such content.

Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of TWA.