Clearview Investment Partners, LLC Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

We are in independent, fee-based, wealth management firm. We assist clients in achieving long-term financial goals which include building wealth to prepare for retirement, education, and other special needs and ultimately maximizing their estate for the benefit of their heirs. The cornerstone of our value to our clients is ethics. "It is not what we say, it is what we do." We manage our relationships by pairing two partners for each client. We developed this practice to carefully understand our clients' needs and properly deliver our services. Because of this disciplined and active asset management process, we have time to consider each situation carefully and we are able to deliver knowledge and service at a reasonable price. Specialities: Wealth management services for individuals, entrepreneurs and small businesses in the greater Orange County area.

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