Eric D. Figarsky,  CFP<sup>&reg;</sup> - Financial Advisor

Eric D. Figarsky, CFP®

CRPS®

Financial Panner

Clearview Wealth Management, LLC

19712 MacArthur Blvd., Suite 225
Irvine, CA 92612
FINANCIAL ADVISOR'S WEBSITE
(949) 333-6394 CONNECT WITH Eric
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General

Eric Figarsky is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clearview Wealth Management, LLC in Irvine, CA and the surrounding communities.

Financial Advisor Overview

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing. That's why all of us at Clearview Wealth Management make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like. Our process involves designing and adjusting a plan of action for you as our client. The steps of this include: Understanding your concerns and goals Analyzing your financial situation Developing an overall financial strategy together with you Setting up or adjusting your investments, insurance and benefits, estate plan vehicles, tax shelter vehicles, etc. It doesn't end there. We'll monitor the progress you, through your actions and your investments, are making toward your financial goals and security. We expect to meet regularly with you to make sure your action plan, your investments, and insurance reflect your current life circumstances. If adjustments appear prudent we will help you to make these.

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Financial Advisor Experience

Working in the Financial Planning industry since 2007, I have been learning to focus more on comprehensive planning and advice, investor outcome management, and support for client action and service, all on a transparent fee basis.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Disclaimer

For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,HI,IL,IN,MD,MS,OH,OR,TX,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. The financial professionals of Clearview Wealth Management, LLC are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA (http://www.FINRA.org)/SIPC (http://www.SIPC.org), a Registered Investment Adviser.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources