Nick Bautista, CFP®, RICP®
Nick Bautista, CFP®, RICP®
Nick Bautista, CFP®, RICP®
Nick specializes in helping individuals and families approach retirement confidently while navigating the transition from accumulating wealth to living on it.
Nick has been serving clients since 2009 and has dedicated his career to helping families make informed financial decisions with confidence. As a CERTIFIED FINANCIAL PLANNER® profes
Nick specializes in helping individuals and families approach retirement confidently while navigating the transition from accumulating wealth to living on it.
Nick has been serving clients since 2009 and has dedicated his career to helping families make informed financial decisions with confidence. As a CERTIFIED FINANCIAL PLANNER® professional and Retirement Income Certified Professional® (RICP®), he has advanced training in retirement income planning, tax-efficient wealth management, investment management, and long-term financial planning.
Nick is committed to building lasting relationships and providing personalized guidance designed to help clients pursue financial independence and enjoy a confident retirement.
Eric Figarsky, CFP®, CRPS®
Nick Bautista, CFP®, RICP®
Nick Bautista, CFP®, RICP®
As a founding partner of Clearview Wealth Management, Eric has worked with hundreds of individuals and families, helping them realize their financial goals and dreams.
Eric obtained his CFP® certification after completing two years of coursework at the University of California Irvine and successfully meeting the CFP® Board's education,
As a founding partner of Clearview Wealth Management, Eric has worked with hundreds of individuals and families, helping them realize their financial goals and dreams.
Eric 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.
Shannon Pontius
Shannon 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
Shannon 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 enjoys doing anything outside from running, riding bikes, hiking or just spending time at the beach.