A complete list of active advisors currently associated with Clearview Wealth Management

Warmer can help you find a great advisor at Clearview Wealth Management or one who fits your needs even better.

Clearview Wealth Management serves individual clients (including high‑net‑worth households), trustees, and retirement plan sponsors with a mix of financial planning, investment management, and retirement plan consulting. The firm provides portfolio management for individuals and may implement a broad set of investment vehicles, including mutual funds, ETFs, annuities, and alternatives, and also offers tax preparation services exclusively to its existing clients. Advisors develop tailored plans and portfolios on a client‑by‑client basis, using tools such as Monte Carlo analysis, modern portfolio theory, and a blend of quantitative, fundamental, and technical analysis; managers typically have discretionary authority and review managed accounts on trading days. The firm also uses third‑party/independent managers where appropriate and documents plans and annual reviews through client reports and a secure portal. Compared with many peers, Clearview discloses that its advisors are licensed to sell insurance and may act as insurance agents, receiving commissions (noted as a small and declining portion of income), and the firm explicitly allows implementation of insurance and annuity strategies outside the advisory engagement. It also recently completed an ownership transition in 2026 and offers tax preparation and retirement‑plan consulting as part of its client services, which are less common features among similar supported advisors.

To learn more about the advisors currently working at Clearview Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Nicholas Bautista	Irvine, CA	14
Eric Figarsky	Irvine, CA	17

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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