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Justin Dillan Egbert

Clear Creek Financial Management, LLC

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About Justin Dillan Egbert

Justin Dillan Egbert is an investment advisor representative with Clear Creek Financial Management, LLC, who is registered with the state of Idaho. Justin is also a Certified Financial Planner™ professional and has over 20 years of experience in the financial services industry. Justin is passionate about helping individuals and families achieve their financial goals. Justin's areas of specialization include retirement planning, college savings, and estate planning. Justin is committed to providing personalized financial advice to his clients. Justin is dedicated to helping his clients achieve their financial goals, whether it's saving for retirement, planning for college, or simply making sure their finances are in order.

Firm Information

Justin Egbert is currently registered with Clear Creek Financial Management, LLC. Clear Creek Financial Management, LLC is a financial advisor based in Silverdale, WA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations. They have approximately $1.18 billion in regulatory assets under management.
Clear Creek Financial Management, LLC

9361 BAYSHORE DRIVE NW

SILVERDALE, WA 98383

$1.18B

Assets Under Management

15

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Egbert’s Registration & Firm History

ID

05/19/2023 - Present

Clear Creek Financial Management, LLC (Meridian ID)

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Licenses & Designations

IA

Issued 01/27/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Dillan Egbert.
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