Eugene A. Delarosa

CFP

20 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Clear Creek Financial Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

3,783 clients

Average Client Portfolio

$390K average

Assets Under Management

$1.5B

Fee Structure

Location

9361 Bayshore Drive Nw, Silverdale, WA, 98383

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.