Clearview Financial is unique in that we are both CERTIFIED FINANCIAL PLANNER™'s and tax professionals (CPA and EA). Our clients love the expertise that we bring as we can manage and give guidance on all aspects of their financial lives including tax planning and annual tax return preparation.
We are a Fee-Only financial planning firm, which means we are commission free. Our fees are transparent which makes it easy to understand how we get paid. 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.
Meet The Team
Mark Young CPA, CFP®
Mark is in the business of helping clients find financial peace of mind. This is done through careful planning, implementation, and ongoing review.
Mark 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. When Mark is not in the office, he enjoys spending his time hiking, camping, playing golf, and traveling.
Mark understands his responsibility to manage something as important as a client's personal wealth. Clearview Financial always puts the interest of the client above all else. Mark assists his clients with short term and long term goals and helps them achieve financial freedom. Mark helps his clients worry less about their finances and sleep better at night.
Michael Young CFP®, EA
Michael has been with Clearview Financial since 2018 and is the investments and equity compensation specialist at our firm. When it comes to financial and tax planning, Michael's holistic approach helps our clients feel confident when dealing with their equity compensation and investing.
Michael received his Bachelor’s from Gonzaga University (Go Zags!) He then went on to earn his CFP® certification which included two years of coursework at the College of Financial Planning and passing a rigorous CFP® Board Certification Exam. Michael also earned an Enrolled Agent designation (EA), which is the highest tax designation given by the IRS. Enrolled Agents are required to demonstrate special competence in tax matters, adhere to ethical standards, and stay current with tax law and regulations.
In addition to playing a crucial role at Clearview Financial and helping our clients protect and grow their wealth, Michael can be found surfing and biking in Pacific Beach, sailing out on the bay, or hiking.