Advisor at Clear Creek Financial Management, LLC
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Firm
Clear Creek Financial Management, LLC
Location
Meridian, ID 83642
Credentials
Series 65
Industry experience
5 years
Elizabeth Williams is a financial advisor at Clear Creek Financial Management, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at USA Financial Securities, Financial Ark Builders, and The Investment Center. Outside of finance, she owns Admiral Coffee House, a local coffee business, and is a certified Becoming You Coach, integrating life coaching tools into her financial planning process. Clear Creek Financial Management serves individuals, trusts, pension plans, other advisers, and business entities, offering asset management, financial planning, and consulting services. The firm emphasizes individualized portfolio construction using a combination of fundamental, technical, and cyclical analysis, and provides algorithm-driven research through its Helios Quantitative Research 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
1120 S Rackham Way, Suite 300
Meridian, ID 83642
Idaho
Clear Creek Financial Mangement, LLC
2026 - Present (1 year)
USA Financial Securities
2020 - 2026 (6 years)
Financial Ark Builders
2020 - 2025 (5 years)
The Investment Center
2017 - 2020 (3 years)
Admiral Coffee House
2015 - Present (11 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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