A complete list of active advisors currently associated with Treesa Financial Planning, LLC

Warmer can help you find a great advisor at Treesa Financial Planning, LLC or one who fits your needs even better.

Treesa Financial Planning serves individual and family clients by providing fee-only financial planning and investment consultation on an hourly or fixed-fee engagement basis rather than ongoing portfolio management. The firm’s service menu includes comprehensive financial plans, retirement projections, periodic or continuous planning arrangements, and limited-scope “power planning” sessions. In forming investment recommendations the firm gathers client-specific information and uses technical, fundamental, and cyclical analysis, typically favoring a globally diversified core-and-satellite mix of index and active mutual funds and ETFs. Treesa does not take custody of client assets or provide discretionary trading—clients implement recommendations through their chosen custodians. Distinctive features include the absence of portfolio management services and asset-based (percentage-of-AUM) fees, a structure that is uncommon among independent advisers, and an open client acceptance policy with no required investment minimums. The firm also provides paraplanning services to unaffiliated advisers and disclosed a resolved April 2026 consent agreement with the Pennsylvania regulator related to registration timing, which involved an administrative assessment and no client harm.

To learn more about the advisors currently working at Treesa Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Theresa Wan	Closter, NJ	14

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