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Women to Watch Award

InvestmentNews has recognized Diane Bourdo, CFP®, now Private Wealth Advisor at Treehouse Wealth Advisors, as a 2020 Women to Watch honoree. As one of the 20 prestigious winners, Bourdo was chosen from several hundred nominations for her leadership, contributions, and impact in the financial advice industry.

Each of the advisors and executives who made the sixth annual InvestmentNews Women to Watch list were chosen from a rigorous selection process designed to identify women who possess leadership skills, the ability to effect change in the industry, a willingness to share their expertise with other women, and are committed to giving back to the community.

Previously, as President of The Humphreys Group, Bourdo sought to create opportunities for women to talk about non-numerical aspects of money, which she believes helps produce better financial outcomes by incorporating emotions. The Humphreys Group became a certified B Corporation, meaning that it meets high standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose.

“Our 2020 honorees are inspirational leaders in the financial advice industry,” said Liz Skinner, special projects editor of InvestmentNews. “Their stories show the next generation that women do have thriving careers in financial advice and at companies that support the business.”

Bourdo will receive her award at the sixth annual InvestmentNews Women to Watch Luncheon in 2021 in New York City.

To learn more about Bourdo, the 2020 winners, awards and the luncheon, please go to http://womentowatchaward.com/.

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.

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, their standard of editorial excellence and deep industry knowledge has allowed them to educate, inform, and engage the most influential financial advisors.

Written By
Treehouse Wealth Advisors Team

Treehouse Wealth Advisors is a women-led firm based in Walnut Creek, CA, dedicated to crafting tailored financial solutions for individuals and families. With a focus on long-term, relationship-driven approaches, we empower clients to invest their time and assets purposefully. Our team is passionate about challenging the status quo and embracing change to find better solutions.

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.

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