Mark Phillips, MBA, CFP®, AIF®
Owner, Financial Advisor
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 (formerly Mark Phillips & Associates).
Originally from the East Coast (Lancaster, Pennsylvania, and Manhasset, New York), Mark moved west to California in 1982. Mark resides in Newport Beach with his wife, Loretta, and son, Lucas. His favorite way to spend time out of the office is "anything with my family," which often includes travel, skiing, or a great meal. He also enjoys reading extensively.
Nicholas Bautista, CFP®
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. Nick holds the FINRA Series 7 and 66 securities registrations (which are held through Commonwealth Financial Network®) and the California Life and Health license. 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.
Nick was born and raised in Orange County, California. Nick also lived in Virginia for two years while his wife, Lauren, completed her master's degree in speech language pathology. Nick loves to play and coach soccer, go hiking/running, or spend time with his son and two Siberian huskies, Zeke and Zara.
Eric Figarsky, CFP®, CRPS®
Since joining Clearview Wealth Management in 2007, Eric has worked with hundreds of individuals and families, helping them realize their financial goals and dreams.
Eric holds the FINRA Series 7 (General Securities) and 66 securities registrations and the California Life and Health license. 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 SpecialistSM 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.
Eric grew up in Orange County with his parents and two younger brothers. After earning his bachelor's degree at California State University, Fullerton in 2008, Eric and his wife, Elizabeth, traveled to various countries throughout Europe and to Japan for their honeymoon. Currently, Eric and Elizabeth spend their time chasing their two young kids, Emmalyn and Ethan, and have been enjoying their time together as a family. When he finds the time, Eric enjoys playing soccer, running half marathons with his wife, and snowboarding (when there is actually enough snow in Big Bear).
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.