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Stacey Chin Liu

Treehouse Wealth Advisors

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About Stacey Chin Liu

Stacey Chin Liu is an Investment Advisor Representative with Treehouse Wealth Advisors, based in WALNUT CREEK, CA. Stacey has been working in the financial industry since 2013. Stacey is licensed to offer investment advice in California and Texas and has held previous positions at SF SENTRY SECURITIES, INC. and SAN FRANCISCO SENTRY INVESTMENT GROUP. Stacey earned the Series 63, Series 66, Series 7 and SIE licenses, and holds the Certified Financial Planner and Chartered Financial Consultant designations.

Firm Information

Stacey Liu is currently registered with Treehouse Wealth Advisors. Treehouse Wealth Advisors is a registered investment advisor located in Walnut Creek, California. They have 3 investment adviser representatives and advise on approximately $184,763,145 in assets. Their clients include high net worth individuals, corporations, and individuals other than high net worth. They offer a variety of advisory services including financial planning, portfolio management, and selection of other advisers.
Treehouse Wealth Advisors

1600 S MAIN ST.

WALNUT CREEK, CA 94596

$184.76M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stacey Liu’s Registration & Firm History

CA

04/11/2018 - Present

Treehouse Wealth Advisors (WALNUT CREEK CA)

CA

12/23/2013 - 04/10/2018

S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/27/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stacey Chin Liu.
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