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Jeremy G

Series 66

Meridian, ID

Clear Creek Financial Management, LLC

Jeremy Guay is a financial advisor at Clear Creek Financial Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2019, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, using a variety of investment strategies and regular portfolio reviews.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Passive / index investing Founder/Business Owner
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