Mark Phillips, MBA, CFP®, AIF®
Mark Phillips, MBA, CFP®, AIF®
Mark Phillips, MBA, CFP®, AIF®
In 2000, Mark began his career in planning and investment management as a financial advisor with American Express Financial Advisors.
In 2003, he went independent and formed what is now Clearview Wealth Management
Eric Figarsky, CFP®, CRPS®
Mark Phillips, MBA, CFP®, AIF®
Mark Phillips, MBA, CFP®, AIF®
Since joining Clearview Wealth Management in 2007, Eric has worked with hundreds of individuals and families, helping them realize their financial goals and dreams.
He also obtained his CFP® certification after completing two years of coursework at the University of California Irvine and successfully meeting the CFP®Board's education, e
Since joining Clearview Wealth Management in 2007, Eric has worked with hundreds of individuals and families, helping them realize their financial goals and dreams.
He also obtained his CFP® certification after completing two years of coursework at the University of California Irvine and successfully meeting the CFP®Board's education, experience, ethics, and examination requirements, including passing a rigorous CFP® Board Certification Exam.
Additionally, Eric has obtained the Chartered Retirement Plans Specialist designation (CRPS®) from the College for Financial Planning allowing him to consult and recommend on company-appropriate retirement plans and how to effectively administer them for businesses and their employees.
Nick Bautista, CFP®, RICP®
Mark Phillips, MBA, CFP®, AIF®
Nick Bautista, CFP®, RICP®
Nick works to provide wealth management services for successful families 50-70 in age who are looking to an expert to help them retire in the next 5-10 years.
Nick has been working in the financial industry since 2009, where he started as a financial representative with Northwestern Mutual Financial Network and later transitioned to focus
Nick works to provide wealth management services for successful families 50-70 in age who are looking to an expert to help them retire in the next 5-10 years.
Nick has been working in the financial industry since 2009, where he started as a financial representative with Northwestern Mutual Financial Network and later transitioned to focus on personal finance.
He also obtained his CFP® certification after completing coursework through the College for Financial Planning and successfully meeting the CFP® Board's education, experience, ethics, and examination requirements, including passing a rigorous CFP® Board Certification Exam. He has been with Clearview Wealth Management since 2012.
Mary Swope
Shannon Pontius
Shannon Pontius
Since 2015, Mary has enhanced the client experience here at Clearview Wealth Management in her position as office manager. Mary has held many positions throughout her career including executive secretary at Bank of America, senior coordinator at the University of Missouri School of Medicine, and senior office administrator at Balboa In
Since 2015, Mary has enhanced the client experience here at Clearview Wealth Management in her position as office manager. Mary has held many positions throughout her career including executive secretary at Bank of America, senior coordinator at the University of Missouri School of Medicine, and senior office administrator at Balboa Insurance.
A Southern California native, Mary grew up in Whittier; however, she now resides in Rancho Santa Margarita with her husband, Steve. When not in the office, Mary enjoys cooking at home or dining out with her husband and a great glass of wine. Mary loves spending time with her family including her two kids who live nearby, and Steve’s four kids (and their six grandkids) who live in Ohio and Oklahoma.
Shannon Pontius
Shannon Pontius
Shannon Pontius
She grew up in Colorado and graduated from Colorado State University with a B.S. in Psychology.
She met her husband waiting tables at Chevy’s and followed him to sunny South Orange County in 1998.
Shannon comes to us with a decade or more of experience in client service and event planning. She has worked in many different industries and fie
She grew up in Colorado and graduated from Colorado State University with a B.S. in Psychology.
She met her husband waiting tables at Chevy’s and followed him to sunny South Orange County in 1998.
Shannon comes to us with a decade or more of experience in client service and event planning. She has worked in many different industries and fields from counseling, property management, and insurance to human resources.
She have 2 kids Jacob and Alison. Jacob is in his freshman year at Sacramento State University. Alison is finishing her senior year at Capo Valley High School.
She enjoys doing anything outside from running, riding bikes, hiking or just spending time at the beach.
She will primarily help you schedule appointments, get things done with your accounts and most everything else client related.