Clearview Wealth Management

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4 Venture Ste 120
Irvine, CA 92618
+1 (949) 333-6394
http://www.clearviewfpg.com

Clearview Wealth Management is a full-service Wealth Management Firm based in Irvine, CA, dedicated to making a positive impact on the lives of their clients. Their team of experienced CERTIFIED FINANCIAL PLANNER TM professionals offers exceptional financial and investment planning, customized investment management strategies, tax planning, and insurance solutions to help clients achieve their life goals.

As a registered investment adviser, Clearview Wealth Management provides independent and ongoing financial advice, ensuring that clients maximize their resources and receive personalized wealth management and retirement planning advice. With a commitment to exceptional service, Clearview Wealth Management aims to make a difference in the financial well-being of their clients.

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Reviews

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5.012 reviews
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Pete D.
3/18/2025

Where do we start....we have known Clearview and used their professional services for decades. All of the employees are outstanding, caring and provide A-1 customer service. Eric is our advisor...

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Marc M.
3/18/2025

This group has been our financial advisors for 10+ years. Eric is knowledgeable, courteous, and very helpful. We have great confidence in his advice. He responds quickly. We have referred friends...

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Larry H.
3/23/2025

I have been a client for almost 25 years, based on a referral from a work colleague. And 25 years later I am grateful for the advice, counselling and direction that Mark and Team have provided. I...

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T A.
3/19/2025

I used to work with one of the large Brokerage firms for my investment management. I did not get the support or attention that I needed. It seemed that if you did not bring many millions of...

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Kay R.
3/18/2025

I (and my adult children) have been clients of Clearview for over 10 years. The Clearview team of professionals are SO helpful, accessible, knowledgeable, and easy to work with! I probably should...

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