Theresa Wan is a CFA, CFP-designated registered investment advisor at Treesa Financial Planning, LLC, based in Closter, NJ, with 13 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Treesa Financial Planning offers investment consultations, which include advice on asset allocation, investment selection, and tax-efficient investment strategies. However, they do not offer ongoing management or monitoring of investment accounts.
Location
Closter, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Treesa Financial Planning, LLC
State Registrations2 states
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