Eugene A. Delarosa

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID 83642

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CRD#: 4909729

Professional summary

Eugene Albert Delarosa, CFP®, who also goes by Eugene A. Delarosa, is a registered financial advisor currently at TREASURE VALLEY FINANCIAL PLANNING located in Meridian, Idaho.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Eugene has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Eugene A. Delarosa

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Albert Delarosa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

May 27, 2026 - Present

TREASURE VALLEY FINANCIAL PLANNING

Office #1: 3715 E. Overland Road Ste 205, Meridian, ID 83642

RIA

CRD#: 341732

MERIDIAN, ID

Past

January 3, 2020 - August 10, 2026

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 170602

Meridian, ID

Past

May 20, 2009 - January 9, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BOISE, ID

Past

May 20, 2009 - January 9, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BOISE, ID

Past

August 12, 2006 - May 13, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BOISE, ID

Past

August 12, 2006 - May 13, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BOISE, ID

Past

April 7, 2005 - August 12, 2006

PIPER SANDLER & CO.

RIA

CRD#: 665

BOISE, ID

Past

March 24, 2005 - August 12, 2006

PIPER SANDLER & CO.

CRD#: 665

BOISE, ID

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(5/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/6/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/23/2005

General Securities Representative Examination

Current Firm

TREASURE VALLEY FINANCIAL PLANNING

TREASURE VALLEY FINANCIAL PLANNING | TVFP, LLC

CRD#: 341732 / SEC#: 801-136321

RIA

Registered Investment Advisory firm - (5/21/2026 120-Day Approval)

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Contact information

Main Address

3715 E. Overland Road Ste 205, Meridian, ID 83642

Mailing Address

Phone number

(208) 789-0888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (5/27/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eugene A. Delarosa

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Albert Delarosa's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PIPER SANDLER & CO.

PIPER SANDLER & CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/6/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/23/2005

Current Firm

TREASURE VALLEY FINANCIAL PLANNING

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

TREASURE VALLEY FINANCIAL PLANNING

TRUST BUT VERIFY

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