Nick  Bautista,  CFP<sup>&reg;</sup> - Financial Advisor

Nick Bautista, CFP®

RICP®

Financial Advisor

Clearview Wealth Management

19712 MacArthur Blvd, Ste 225
Irvine, CA 92612
FINANCIAL ADVISOR'S WEBSITE
(949) 333-6394

General

Nick Bautista 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 Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RICP

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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