Mark Young, CFP®, CPA Clearview Financial, Inc.
- 5151 Shoreham Place Suite 170, San Diego, CA 92122
- (858) 450-3254
- http://www.clearviewfin.com/
About Mark Young, CFP®, CPA
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.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Biotech Professionals
- Business Executives
- Tax Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $334+/mo
- Quarterly Fee: $1000+/qtr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
