Advisor at Clear Creek Financial Management, LLC
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Firm
Clear Creek Financial Management, LLC
Location
Loomis, CA 95650
Credentials
Series 63, Series 66
Industry experience
14 years
Christopher Shuba is a financial advisor with Clear Creek Financial Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Clear Creek since 2017 and previously spent two years at Westlake, Grahl and Glover. Shuba is also CEO of Helios Quantitative Research, an algorithm-based consulting firm. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities, offering asset management, financial planning, and consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis in its discretionary asset management and commercializes its algorithmic research through its Helios service.
Based on Clear Creek Financial Management, LLC
Based on Clear Creek Financial Management, LLC
Financial Planning & Consulting: $250 to $100,000; Helios Quantitative Research: $3,500 to $4,000 base + $500 per additional financial advisor per month; Pension Consulting: $750 to $12,000 (charged quarterly)
Financial Planning & Consulting: up to $350/hour; Helios Quantitative Research: up to $1,000/hour; Pension Consulting: $250/hour
9732 Clos Du Lac Circle
Loomis, CA 95650
California
Clear Creek Financial Management
2017 - Present (9 years)
Helios Quantitative Research
2016 - Present (10 years)
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