Mark Phillips, Financial Professional

Title:
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
Email: mark@clearviewfpg.com
Web: http://clearviewfpg.com

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

Education:

  • 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

 

Mark Phillips (CA Insurance Lic.#0D07767) is a Registered Representative and Investment Adviser Representative with/and offers securities through Commonwealth Financial Network, Member FINRA/SIPC,. A Registered Investment Adviser. Advisory services offered through Clearview Wealth Management LLC are separate and unrelated to Commonwealth.



Getting Started

WE CAN HELP!  You can locate a Professional by clicking the button below.


or call (949) 266-0660


Is Collaborative Divorce Right for Me?

See if it’s the right alternative for you and your family.

learn-more-btn