Mark Young, CFP®, CPA Clearview Financial, Inc.

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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.

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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

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