Fee-Only Financial Planning, Investment Management, and Tax Services

How We Help

Here at Clearview Financial, we are a one-stop shop for all of your financial needs. Our clients find our combination of financial planning, investment management, and tax services valuable in helping them achieve their goals.

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Click the link below to learn more about the services we offer.

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Our Process

Our process begins with a no-pressure 15-minute introductory call to see if we are a good fit for your needs and to describe our process for helping you evaluate our firm. If it seems like we could be a match, we then schedule a longer meeting where we learn more about your financial situation and goals. Whether you decide to come on board as a client or not, you will leave with some helpful recommendations. 

What is Fee-Only?

Clearview Financial, Inc is a Fee-Only financial planning firm. This means that the only way we make money is by the fee we charge to our clients. We do not earn any commissions based on selling financial products or insurance.  This ensures our fiduciary responsibility to our clients, meaning their interests and objectives are always foremost and reflected in any financial strategies we design for them.

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CONTACT US

Clearview Financial, Inc.

5151 Shoreham Place, Suite 170

San Diego, CA  92122