Treasure Valley Financial Planning
Financial Services • 
Meridian, Idaho, United States • 11-20 Employees
Company overview
| Headquarters | 3715 E Overland Rd, Meridian, Idaho 83642, US |
| Phone number | +12087890888 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management |
| Founded | 2018 |
| Employees | 11-20 |
| Socials |
Key Contact at Treasure Valley Financial Planning
Jt Belnap
Founder | Business Development
Treasure Valley Financial Planning Email Formats
Treasure Valley Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@treasurevalleyplanning.com), used 78.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@treasurevalleyplanning.com | 78.6% |
{first name} | john@treasurevalleyplanning.com | 21.4% |
About Treasure Valley Financial Planning
Einstein called compound interest the eighth wonder of the world — but we believe in something even more powerful: Compound Impact™. We empower our clients to make wise financial decisions to live with purpose, create meaningful legacies, and amplify their impact on their best investments: their families, communities, and the causes they care about most. As a fiduciary, comprehensive financial planning firm with over seventy years of combined experience, we saw an opportunity to serve the community we love by providing independent and objective financial advice. We ensure that wealth is managed not just for financial security, but for lasting significance. We accomplish this through our Treasure Valley Family Office, a powerful network of CPAs, attorneys, and other strategic professionals working in concert to deliver advanced planning solutions, including: • ✅ Dynamic Investment Management • ✅ Advanced Tax Mitigation • ✅ Efficient Wealth Transfer • ✅ Strategic Wealth Protection • ✅ Magnified Charitable Giving • ✅ Income Optimization Every financial decision has the power to compound over time, shaping not just your future but generations to come. As we help our clients build their legacies, Treasure Valley Financial Planning creates its own legacy of Compound Impact™ — expanding financial security, opportunity, and generosity across families and communities. Treasure Valley Financial Planning is a dba of Clear Creek Financial Management, LLC a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Treasure Valley Financial Planning and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Treasure Valley Financial Planning unless a client service agreement is in place.
Treasure Valley Financial Planning revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Treasure Valley Financial Planning has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
Treasure Valley Financial Planning has never raised funding before.
Treasure Valley Financial Planning Tech Stack
Discover the technologies and tools that power Treasure Valley Financial Planning's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Programming languages
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Canada
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Frequently asked questions
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