Mark Phillips, Financial Professional

Financial Professional, CDFA®, CFP®, AIF®, MBA

Company/ Firm:
Clearview Wealth Management, LLC

19712 MacArthur Blvd. Suite 225
Irvine CA 92612

Office: (949) 333-6394
Fax: (949) 333-6392

As a financial planner since 2000, and a child of a financially disruptive (litigated) divorce, My mission as a Divorce Financial Analyst is to help bring as much peace as possible to a divorce by providing financial clarity through: understanding the current reality, education of all parties on financial options, exploration of implications for various choice scenarios, and discussion of risks that each party in a dissolution of marriage faces. I am committed to the best outcome for the whole, for retaining the maximum possible resources in the family as a whole, and for each party being able to see how they can and may move forward constructively, including any children of the marriage.

My extensive experience as a financial planner helps bring a sense of what decisions today may yield in the future for each party.


Additional Information

Type of Profession: F


  • National University BBA, 1989
  • Pepperdine University MBA, 1993
  • Certified Financial Planner® practitioner, since 2004
  • Accredited Investment Fiduciary®, since 2011
  • Certified Divorce Financial Analyst®, since 2017

Professional Activities:

  • Member Financial Planning Association (FPA)
  • Member of Collaborative Divorce Solution of Orange county (CDSOC) since 2018
  • Member International Academy of Collaborative Professionals (IACP), since 2017

Professional Training:

  • Collaborative Divorce Training: three day Training and Workshop, 2017
  • Divorce Mediation training, May 2018

Areas of practice:

  • Collaborative Divorce
  • Mediated Divorce

IACP Profile:
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.

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