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Welcome to Clearview Financial Planning Group

As experienced CERTIFIED FINANCIAL PLANNERTM professionals located in Irvine, California, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning advice. We are a full-service financial planning firm, providing our clients with independent, ongoing financial planning advice, customized wealth management strategies, tax planning, and insurance solutions to help them maximize their resources and achieve their lifetime goals. 

Most Recent Article

Mortgage and Home Equity Loan Interest Deductions Under the Tax Cuts and Jobs Act

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