Clearview Wealth Management

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United States
Irvine, CA
Clearview Wealth Management

Our purpose is to make a difference in the financial lives of our clients We believe in the power of individual choice coupled with caring independent counsel.

After all, it was that same power that founded our firm! When you go to a big financial professional with a famous Wall Street name, it may too often feel like a choice is made by people who don't know you, driven by sales quotas from the financial professional helping you. Here’s what we believe is the right way to do business:

Care for our clients in the way we would want for ourselves. Mark Ph

illips founded this firm to be the firm where he would want to be a client! He would want to be cared for, respected, informed, and heard. We expect our clients to receive this feel the same way. We want to know our clients and their goals. We understand that investing is more than just a numbers game, there’s emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren’t necessarily the best for everyone. When we first get to know each other, we’ll ask you a lot of questions so that we can learn about you as a person, and we’ll tailor your investments accordingly. We want to be just as excited about your dreams as you are. Mark Phillips, (CA Insurance Lic. ) Eric Figarsky, (CA Insurance Lic. ) Nick Bautista (CA Insurance Lic. ) are Registered Representatives and Investment Adviser Representatives with/and offers securities and Advisory Services through Commonwealth Financial Network, Member FINRA/SIPC,. A Registered Investment Adviser. Fixed insurance products and services offered through Clearview Financial Planning Group or CES Insurance Agency. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, IL, IN, MS, OR, PA, TX, UT, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

04/02/2026

Happy Easter!

12/24/2025

Merry Christmas and a Joyful New Year!

11/26/2025

Happy Thanksgiving!

11/11/2025

Happy Veterans Day!

10/31/2025

Have a Happy and Safe Halloween!

09/18/2025

Social Security payments go electronic.

The move is aimed at preventing fraud and reducing spending, according to the Trump administration.

09/04/2025

Managing the cost of your children's wedding.

As the price of getting married soars, footing the bill is becoming a true family affair.

08/29/2025

Happy Labor Day Weekend!

08/07/2025

Travel scams what to watch out for.

These travel scams are easy to fall for and could wreck your summer.

06/05/2025

How to maximize College savings with the 529 Grandparent loophole!

The 529 grandparent loophole can fund a grandchild’s education without impacting their financial aid eligibility.

05/08/2025

Things to know if working while getting Social Security.

If you claim benefits early, income from work can reduce your monthly payments

Address

4 Venture, Suite 120
Irvine, CA
92618

Telephone

+19493336394

Website

http://www.clearviewfpg.com/

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