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Clearview Wealth Management

Headquartered in IRVINE, CA

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Firm Information

Clearview Wealth Management is an Irvine, CA-based financial advisor registered with the SEC. They manage roughly $145.12 million in assets for 587 clients, including high-net-worth individuals, charitable organizations, corporations, pension plans, and individuals. They offer financial planning, portfolio management for individuals, pension consulting, and selection of other advisors.

Clearview Wealth Management

4 VENTURE

IRVINE, CA 92618

$145.12M

Assets Under Management

44

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CLEARVIEW WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

Irvine, CA

Advisors at Clearview Wealth Management

View All 2 Advisors
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Mark David Phillips

CFP®, RA

Irvine, CA

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Nicholas Joseph Bautista

CFP®, RA

Irvine, CA

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Eric Daniel Figarsky

CFP®, RA

Irvine, CA

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Disclosures

There are no public disclosures for Clearview Wealth Management.

Frequently Asked Questions (8)

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