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Women’s Financial Forum: Learn, Plan, Invest

In August 2019, Treehouse Wealth Advisors’ Diane Bourdo, CFP®, presented at the event “Women’s Financial Forum: Learn, Plan, Invest,” hosted by Charles Schwab and 100 Women In Finance. Attendees learned fundamental facts and questions to help them make financial choices at every stage of their life. They covered topics such as how to decide if you should buy or lease a car, and how to make the most of corporate benefits and stock options. The event included an hour of networking before the panel discussion.

The speakers were:

  • Diane Bourdo, CFP®, Private Wealth Advisor at Treehouse Wealth Advisors
  • Crystal Dykstra, CFP®, Charles Schwab, Executive Financial Planning Advisor
  • Stacy Lewis Daher, MAcc, CPA, University of San Francisco, Associate VP Finance & Treasury
  • Colleen O’Brien, Charles Schwab, VP, Oakland and Berkeley Branch Manager (Moderator)

100 Women in Finance is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, their 15,000-plus members are making connections and creating opportunities that help to advance careers and strengthen our field.

Charles Schwab serves millions of individual investors who invest on their own, through a workplace retirement plan, or with the help of an independent advisor. Charles Schwab provides investment-related products, services and sophisticated financial planning — all delivered by people with a passion for helping clients achieve their goals.

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.

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.

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.

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