ABOUT CLEARVIEW
Financial guidance built around real relationships.
Clearview Wealth Management is an independent financial planning and investment management firm serving individuals, families, and business owners in Irvine and throughout Orange County.
We help clients bring the different parts of their financial lives together through thoughtful planning, coordinated advice, and an ongoing personal relationship.
OUR APPROACH
Planning that starts with understanding you.
Good financial advice begins with understanding what matters to you not simply reviewing accounts, investments, and projections.
We take the time to learn about your priorities, concerns, family, business, and long-term goals. From there, we organize the different parts of your financial life and develop a coordinated strategy designed around your circumstances.
As life changes, we continue to monitor the plan, provide guidance, and help you make informed decisions with greater clarity and confidence.
OUR ADVISORS
Personal guidance from advisors who know you.
Clearview is built around direct, ongoing relationships. Our clients work with advisors who understand their financial lives and remain involved as their needs and goals evolve.
Nick Bautista, CFP®, RICP®
Financial Advisor
Nick Bautista works with individuals and families approaching retirement, small-business owners coordinating their personal and business finances, and women navigating the financial transition of divorce.
Since 2009, Nick has helped clients bring greater clarity and coordination to important financial decisions. As a CERTIFIED FINANCIAL PLANNER® professional and Retirement Income Certified Professional® (RICP®), he has advanced training in retirement income strategies, tax-aware planning, investment management, and long-term financial planning.
Nick takes the time to understand each client’s priorities, concerns, and changing circumstances. Whether a client is preparing to retire, managing the demands of business ownership, or rebuilding a financial life following divorce, his goal is to provide thoughtful, personalized guidance that helps them make informed decisions and move forward with confidence.
Eric Figarsky, CFP®, CRPS®
Financial Advisor
As a founding partner of Clearview Wealth Management, Eric Figarsky works with individuals, families, and business owners to organize their financial lives and make informed decisions about the future.
Eric earned his CFP® certification after completing the required financial-planning coursework through the University of California, Irvine and meeting CFP Board’s education, examination, experience, and ethics requirements. His training supports a comprehensive approach to investment management, retirement planning, risk management, tax considerations, and other important areas of a client’s financial life.
Eric also holds the Chartered Retirement Plans Specialist℠ (CRPS®) designation. This specialized training helps him advise business owners on selecting, establishing, and maintaining workplace retirement plans designed to serve both the business and its employees. Eric values long-term client relationships and provides practical, coordinated guidance shaped around each client’s priorities.
LET’S START A CONVERSATION
Get to know the advisors behind your financial plan.
Schedule an introductory conversation to learn more about Clearview and whether our approach is the right fit for you.