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 Financial Planning Group (formerly Mark Phillips & Associates), a wealth management firm.
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 FINRA Series 7 and 66 securities registrations (which are held through Commonwealth Financial Network) and the California life and health license. He also has 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 Financial Planning Group (formerly Mark Phillips & Associates) a wealth management firm 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 two Siberian huskies, Zeke and Zara.
Eric Figarsky, CFP®
Since joining Clearview Financial Planning Group (formerly Mark Phillips & Associates) in 2007, Eric holds FINRA Series 7 (General Securities) and 66 securities registrations and the California life and health license. He also has his CFP® certification after completing coursework at UC Irvine and successfully meeting the CFP® Board's education, experience, ethics, and examination requirements, including passing a rigorous CFP® Board Certification Exam.
Eric grew up in Orange County with his parents and two younger brothers. After earning his bachelor's degree at CSU Fullerton in 2008, Eric and his now wife, Elizabeth, took a monthlong trip to Europe and in 2013 traveled to Japan for their honeymoon. Recently Eric and Elizabeth welcomed their first child, Emmalyn, and have been enjoying their time together as a new family. When not in the office, Eric enjoys playing in multiple soccer leagues, running half marathons with his wife, and spending time friends and family.