Mark D. Phillips, CFP^®

MBA, AIF^®

Financial Advisor

Clearview Wealth Management

4 Venture Ste 120
Irvine, CA 92618

FINANCIAL ADVISOR'S WEBSITE

www.clearviewfpg.com

(949) 333-6394 CONNECT WITH Mark

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Complexity of issues and goals, complexity of existing asset and liability structure, amount of time necessary for both analysis and meetings.

Minimums

HOUSEHOLD INCOME MINIMUM

$80,000

Investable Asset Minimum

$200,000

My Links

Clearview Wealth Management

General

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

Financial Advisor Overview

I and my partners are committed to providing both comprehensive and issue specific financial planning and advice to clients of all ages and a wide variety of financial and professional circumstances.

Financial Advisor Experience

I've been a practicing financial advisor and planner since late 2000, coincidentally around the time of the tech bubble meltdown.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Accredited Investment Fiduciary^® (AIF^®)

Insurance Licenses

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

Broker-Dealer Disclaimer

Mark Phillips (CA Insurance Lic. #0D07767), is an Investment Adviser Representative and offers Advisory Services, Fixed Insurance Products and Services through Clearview Wealth Management, LLC a Registered Investment Advisor.

Financial Advisor's Specialties

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