Stacey Chin Liu
Investment adviser representative at Treehouse Wealth Advisors
13 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$597.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Treehouse Wealth AdvisorsApr 2018 to now
- Garrison Point Advisors, LLCApr 2018 to now
- San Francisco Sentry Investment GroupJun 2014 to Apr 2018
- Sf Sentry Securities, Inc.Oct 2013 to Apr 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Treehouse Wealth Advisors
Legal name: Garrison Point Advisors, LLC
$597.1MAssets managed
290Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6061818
- Firm CRD
- 292016