Clearview Wealth Management LLC Management Team
Contact top employees from
Clearview Wealth Management LLC
Summary
We are a full service Wealth Management Firm located in Irvine, CA. As experienced CERTIFIED FINANCIAL PLANNER TM professionals, our purpose is to make a difference in the lives of our clients by prov...Show more
Organization Website | clearviewfpg.com |
Phone Number | 9493336394 |
Industries | |
Headquarters Location | 4 Venture, Suite 120, Irvine California 92618, CA, 92612 US |
Employees Size | 1-10 employees |
Specialties | Financial Planning, Investment Management, Tax Planning, Insurance Planning, Cash Flow Analysis |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Clearview Wealth Management LLC shows a diverse range of experience levels:
20% for 3–4 years10% for 8–10 years70% have over 11 years of service at Clearview Wealth Management LLCEx-employees positions
In Company
In New Company
Contact top employees from
Clearview Wealth Management LLC
Kenneth Carone
Owner & Managing Partner
Eric Figarsky
CERTIFIED FINANCIAL PLANNER™ Professional
Mary Swope
Office Manager
Mark Phillips
Financial Advisor
Jason Murphy
Founder
John Schmidt
Financial Planner, Wealth Manager
John Becker
Founder and Financial Planner
Shereen Abdulaziz
Planning Assistant
Jonathan Suzio
Financial Advisor
Brett Dolan
Partner
Ioanna Katoudi
Financial Advisor
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FAQ
Clearview Wealth Management LLC operates in the Finance industries. More details can be found on the official website: clearviewfpg.com.
The headquarters of Clearview Wealth Management LLC are located in Irvine, United States.
You can contact Clearview Wealth Management LLC by phone at 9493336394.
Clearview Wealth Management LLC currently employs 1-10 people.
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