Stacey Chin, CFP®, ChFC®

Private Wealth Advisor & CIO
#MustLoveChocolate!
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In Their Own Words

I like to help my clients reach their financial goals through structured and customized portfolios. There's no one-size-fits all approach to it.

More About Stacey Chin, CFP®, ChFC®

Stacey Chin brings her experience in wealth management and financial planning to Treehouse Wealth Advisors (“TWA”). Stacey manages individual, customized portfolios structured to help her clients reach their financial goals.

On a Sunday morning in the summer, Stacey can be found reading a book with a hot cup of coffee. In the winter, you will find her on the ski slopes. If you’ve looked both those places and she’s nowhere to be found, she most likely is with friends or family, traveling, or eating something delicious.

Over the years, Stacey has refined her skills as an excellent oyster shucker but she likes to keep it secret because she’d rather someone else shuck them for her. Aw shucks Stacey, cats out of the bag!

Credentials & Education

  • Double B.A. degree in Sociology and International Relations – Political Science, University of California, San Diego
  • Masters in Social Science, University of Chicago
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