Treesa Financial Planning, LLC
Treesa Financial Planning, LLC (CRD# 165288) is a financial advisory firm headquartered in Dumont, NJ. They serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Theresa Wan (CRD# 4675039) is an Investment Advisor Representative working at Treesa Financial Planning, LLC in Dumont, NJ and has over 14 years of experience in the finance industry.