Clearview Wealth Management Llc
We are a full service Wealth Management Firm located in Irvine, CA. As experienced CERTIFIED FINANCIAL PLANNER TM professionals, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning advice. We offer independent and ongoing financial planning advice, customized investment management strategies, tax planning, and insurance solutions to help clients maximize their resources and achieve their life goals. Nick Bautista, Eric Figarsky, Mark Phillips are Investment Adviser Representatives and offer Advisory Services, Fixed Insurance Products and Services through Clearview Wealth Management, LLC a Registered Investment Advisor. CA Insurance Lic.#0G57113, CA Insurance Lic.#0G6508, CA Insurance Lic.#0D07767
7-day free trial · no credit card
Verified contacts
1
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
0
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 1 verified contacts at Clearview Wealth Management Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
1 contacts with verified email or phone · masked until revealed.
No verified contacts on record for this company yet.
Sign up to unlock all 1 contacts at Clearview Wealth Management Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 1 verified contacts at Clearview Wealth Management Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.