Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
New
Steven Beard
Financial advisor at Clear Creek Financial Management
Steven Beard is a financial advisor in Portland, Oregon, registered since Sep 2026. Steven joined Clear Creek Financial Management in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Steven holds the CFP® designation.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
OfficePortland, OR
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$455,356
Advisors at the firm44
States licensed ?1 state
Services through Clear Creek Financial Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Sep 2026 – nowClear Creek Financial Management, LLCCurrent firm
Contact Steven
(360) 308-8239Firm headquarters in Silverdale, WA. Ask for Steven. Portland, OROffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Steven
Tailored to Steven’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call Clear Creek Financial Management at (360) 308-8239 and ask for Steven Beard. Steven works from the Portland, OR office.
How long has Steven been a financial advisor?
Steven is new to the profession, registered since Sep 2026, and holds 0 licenses.
What licenses does Steven hold?
No exams are listed on the official record.
Is Steven a fiduciary?
Steven is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Steven paid?
Clear Creek Financial Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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