Clearview Financial, Inc. logo

Clearview Financial, Inc.

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Client assets under management

$101,261,851

Clients

44

91% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

22

Low

Average account size

$2,301,406

About

Clearview Financial serves individual and high-net-worth clients with ongoing investment supervisory and portfolio management services, including the creation of client-specific Investment Policy Statements and periodic reporting. The firm is a small advisory team managing roughly $100 million for about 44 clients and also provides non-discretionary guidance for employer-sponsored retirement plans.

The firm’s investment approach is grounded in fundamental analysis and portfolio construction aligned to documented risk tolerances and time horizons; it offers primarily discretionary management across mutual funds, ETFs, equities, bonds, REITs and other fixed‑income instruments and conducts quarterly reviews with monthly performance reporting. Clearview employs both long- and short-term trading strategies, documents client objectives in written IPSs, and uses a single recommended custodian for account execution and custody.

Distinctive features include an accounting affiliation: one of the firm’s principals operates an affiliated CPA practice and the firm discloses this relationship and the resulting conflict of interest while noting clients are not required to use those tax services. The firm also maintains a relatively high account minimum (which may be waived) and a concentrated client base, and its advisory team holds both CFP and CPA credentials—an arrangement that is less common among similarly sized supported advisory firms.

Client services

Financial planning Portfolio management

Expertise

Wealth management Real estate investing

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Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $750,000: 0.90% $750,001 - $1,000,000: 0.85% $1,000,001+: 0.75%

Other

Account minimum: $800,000 (may be waived at the firm's sole discretion)

Main office location

Clearview Financial, Inc.

11622 El Camino Real, 100

San Diego CA 92130, United States

Number of offices

1

Most active in

California · Louisiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Mark Y

CFP®, CPA

San Diego, CA

Clearview Financial, Inc.

Mark Young believes that wealth management is about more than just numbers—it’s about sleeping better at night. As the founder of Clearview Financial, Mark utilizes his dual expertise as a CPA and CFP® to strip away the complexity of financial planning, providing his clients with a clear, tax-efficient roadmap toward their goals. With a career spanning over 40 years, Mark has navigated every type of market cycle. This depth of experience allows him to offer a seasoned perspective that is rare in today’s fast-paced world, ensuring that every strategy is stress-tested for long-term success. His philosophy is simple: put the client’s interest above all else and focus on the “peace of mind” that comes from careful planning and rigorous review. A lifelong San Diegan, Mark is an alumnus of San Diego State University (’83) and Torrey Pines High School (’78). He and his wife are the proud parents of three adult children. When he is not in the office helping clients achieve financial freedom, Mark stays active on the pickleball courts, hiking local trails, or traveling the world with his family.

General tax planning Retirement income strategy General retirement planning Biotech Professional Baby Boomers (Born 1946-1964)

Michael Y

CFP®, CPA

San Diego, CA

Clearview Financial, Inc.

As a fee-only fiduciary at Clearview Financial, I am dedicated to providing tax-smart financial planning and investment management that looks at the big picture. Since 2018, I have specialized in building comprehensive strategies where financial decisions are evaluated alongside their tax implications to help clients keep more of what they earn. My professional background is built on a foundation of rigorous education, including a CFP® certification following my time at Gonzaga University and a CPA designation earned after completing my Master’s in Accounting at Sacramento State University. This dual background allows me to offer a technical perspective that ensures tax strategy is a core part of every financial plan. My goal is to provide a clear, coordinated path for your wealth so you can feel confident that your financial decisions are working together for your long-term benefit. When I’m not in the office, you can usually find me in Encinitas, walking the beach with my wife and our dog.

General tax planning General retirement planning Equity Recipients (RS/RSU, SOP, ESPP) Gen X (Born 1965-1980)
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