Christopher
Shuba
Clear Creek Financial Management, LLC
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About this Advisor
Christopher Shuba is a financial advisor based in Loomis, California, working with Clear Creek Financial Management, LLC. Christopher has previously held positions at Westlake, Grahl And Glover, Helios Quantitative Research, and Clear Creek Financial Management. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Christopher is part of Clear Creek Financial Management, LLC, which operates out of Loomis, California. The firm has 24 offices and 35 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Clear Creek Financial Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clear Creek Financial Management, LLC Brokerage Details
$1,182,570,272
35
7,901
$149,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Christopher Shuba Work History
Clear Creek Financial Management
Helios Quantitative Research
Westlake, Grahl And Glover
Disclosures
Please visit the SEC profile of Christopher Shuba to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clear Creek Financial Management, LLC
Silverdale, WA
Loomis, CA
Meridian, ID
Silverdale, WA
Silverdale, WA
Silverdale, WA
Silverdale, WA
Silverdale, WA
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