Justin Dillan Egbert
Investment adviser representative at Treasure Valley Financial Planning
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$336MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Treasure Valley Financial PlanningApr 2026 to now
- Clear Creek Financial Management, LLC dba TvfpJan 2023 to Aug 2026
- More Than Suites, LLCNov 2022 to Aug 2024
- Freeman Clothing CoJun 2020 to Dec 2022
- WalmartMar 2020 to Jun 2020
- Lds ChurchJul 2018 to Mar 2020
- Freeman Clothing CoJul 2017 to Jul 2018
- Let Us Clip YaJul 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (ID).
Treasure Valley Financial Planning
Legal name: Tvfp, LLC
$336MAssets managed
541Clients
8Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7747032
- Firm CRD
- 341732