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Boris Desancic

Boris Desancic

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Washington, Washington

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About Boris Desancic:

Boris Desancic is a financial advisor operating in Silverdale, Washington, who has been in the advisory business for 21 years. Boris Desancic is an advisor for Clear Creek Financial Management, LLC. During their career, Desancic has held roles at Waddell & Reed, Inc, Various Insurance Carriers for W & R Insurance Agencies, Rental Property, Clear Creek Financial Management, LLC, Pcg Wealth Advisors, LLC and Redeeming Soles. Desancic maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Washington.

Experience

Financial advisor Boris Desancic has been in the advice profession for 21 years and is based in Silverdale, Washington. The advisor for Clear Creek Financial Management, LLC, is Boris Desancic. Desancic has worked for companies like Waddell & Reed, Inc., Rental Property, Clear Creek Financial Management, LLC, Pcg Wealth Advisors, LLC, and Redeeming Soles throughout their career. Desancic is qualified to assist investors in Washington as a securities agent and an investment adviser representative thanks to the Series 63 and Series 65 licences they hold.

Education

Clear Creek Financial Management, LLC is a company that has its headquarters in Silverdale, WA. The firm has offices in 20 locations and a total of 37 advisors. It administers $901 million in total assets across its 4,682 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 4,682 client accounts, 34% belong to high-net-worth clients who have at least $1 million in assets. Clear Creek Financial Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars.

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