Mark D. Phillips,  CFP<sup>&reg;</sup> - Financial Advisor

Mark D. Phillips, CFP®

MBA, AIF®

Financial Advisor

Clearview Wealth Management

4 Venture Ste 120
Irvine, CA 92618
FINANCIAL ADVISOR'S WEBSITE
(949) 333-6394 CONNECT WITH Mark
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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.

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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

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Helpful Financial Planning Resources