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Theresa Chen Wan

Treesa Financial Planning, LLC

Closter, NJ

CRD 4675039

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Employer firm

Treesa Financial Planning, LLC CRD 165288

106 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Treesa Financial Planning, Llc

Closter, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-22
NY RA APPROVED 2021-06-23
NJ RA APPROVED 2012-10-09
  • PA RA
    APPROVED
    Since 2026-04-22
  • NY RA
    APPROVED
    Since 2021-06-23
  • NJ RA
    APPROVED
    Since 2012-10-09

Branch Locations

Closter, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Treesa Financial Planning Closter NJ 10/2012 Present
  • 10/2012 → Present
    Treesa Financial Planning
    Closter, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-08-21
  • S63 Uniform Securities Agent State Law Examination
    2003-08-21
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Theresa Chen

View on SEC IAPD

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