CLEARVIEW FINANCIAL - Key Persons
Mark is in the business of helping clients find financial peace of mind. This is done through careful planning, implementation, and ongoing review.
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.