Clearview Wealth Management, LLC - Irvine, California

Thomas A.

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 dollars to the table you were not a priority for them.

I was very pleased to switch over to Clearview. The team took the time to understand me, my family and our objectives in planning for retirement and getting a good return on my investments. It was quite a relief to understand that we could live well in retirement. After over 10 years now with Clearview, I have found their support invaluable in many areas beyond investments such as tax planning, social security strategy, insurance, estate planning and many other critical money saving and risk mitigation strategies.

I found it really pays to have someone on your side to help balance risk and return with investments and plan for all contingencies. The personal relationship provides assurance that they are on your side and not answering to some New York headquarters pushing the product of the month.

Very pleased with Clearview. Our two adult children and several friends now use Clearview as well. Mark, Nick and Eric are always on top of things and provide the kind of support and service we really appreciate.

Pete D.

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 and he treats us like we are part of the family. Eric truly listens to your needs and will guide you in the right direction. Eric has a great deal of Honesty, Integrity and knowledge. They say it takes a village to get things done successfully, we can honestly say Eric and Clearview is a huge part of our village!

Kay R.

My family and I have been clients of Clearview for over 10 years. Not only are they smart, they are accessible, professional and approachable. I probably should not advertise this, but it is evident to me that these professionals read emails after hours, even on weekends. Their responses are SO prompt, thorough and helpful. I feel like I can approach them with anything financial related, even if it's outside their normal purview. They always help!

Bill G.

We have been clients of Clearview Wealth Management and Mark and Nick for over 20 years and have always been very satisfied with the service and financial services they provide. I've referred several friends and family members, and they have also reported that they're pleased with all aspects of working with Mark, Nick, and Eric.

The professional manner and personal relationships we've enjoyed would be hard to match anywhere else. My investments and financial planning relationship will stay with CWM forever..!!

Dawn S.

We have worked with Eric for nearly 10 years, and the experience has been outstanding. He is always available to answer our questions, providing clear and thoughtful guidance. His expertise has given us confidence that our investments are well-managed and aligned with our retirement goals. We highly recommend Eric to anyone seeking a knowledgeable and reliable financial advisor.

John C.

I highly recommend Clearview Wealth Management for financial advice and wealth management. I have been a client for over 25 years and they have guided me and my business through many ups and downs of the economy and market. They really get to know your situation and goals and deliver an individualized plan to achieve them. Not a "one size fits all" approach. Looking back, using them is one of the best financial decisions I have made!

SoCal

Clearview is incredible to work with. They communicate effectively, provide excellent guidance and advice and make you feel like a true partner with them. It's more than money management, it includes tax strategies, insurance guidance, and much more. We are elated to have this team on our side.

Margaret H.

I have been with these advisors for almost 20 years. Their discipline, expertise, trustworthiness
and always putting my interests first in helping me make decisions have never failed to deliver.They have not only shepherded my finances through downturns, they ensured that I understood the market dynamics and the implications for my personal situation.