Fee-Only Investment Management & Financial Planning
Our clients in the tech & biotech fields find that our combination of tax and financial planning expertise is especially helpful in creating strategies which address the various and challenging issues that are unique to their industry.
Our process begins with a one hour complimentary meeting to see if your needs and our services are a good match. If the match is right, we proceed to customizing your personal plan to meet your financial goals, provide for your future, and give you that peace of mind you desire.
Equity Compensation Management
At Clearview Financial we specialize in helping employees maximize the value of their equity compensation. We do this by using technology that analyzes employee stock option holdings and determines the most timely, effective, and profitable exercising decisions.
Clearview Financial specializes in helping Biotech and Technology professionals manage the financial opportunities unique to their industries. We accomplish this by developing comprehensive financial plans that may include stock option management, investment management, as well as tax, retirement, college and estate planning.
We are a Fee-Only financial planning firm, which means we are paid directly by our clients, and never accept any commissions based on financial product sales. This ensures our fiduciary responsibility to our clients, meaning their interests and objectives are always foremost and reflected in any investment strategies we design for them.
Mark Young is in the business of helping clients find a financial peace of mind. This is done through careful planning, implementation, and ongoing review.
Mark Young is a CFP® and CPA. This dual certification allows him to provide tax efficient investment management and financial planning strategies.
He is an alumnus of San Diego State University ('83) and Torrey Pines High School ('78). Mark and his wife have three adult children.
I would be happy to meet with you to discuss your specific financial situation and needs. Just give me a call to schedule a complimentary Get acquainted meeting at 858-450-3200.
Clearview Financial, Inc.
5151 Shoreham Place, Suite 170
San Diego, CA 92122