Mark Phillips

Collaborative Divorce Solutions of Orange County

19712 MacArthur Blvd., Ste 225
Irvine, California 92612
United States
Office Phone: 949-333-6394
Member since 2017
Membership Type: IACP

Profession(s)

Financial Professional
Area(s) of Practice: Collaborative Divorce Financial Mediated Divorce Financial Retirement Planer Investment Analysis and Advisor Insurance Analysis and Advisor
License(s): Mark Phillips (CA Insurance Lic. #0D07767), is an Investment Adviser Representative and offers Advisory Services, Fixed Insurance Products and Services through Clearview Wealth Management, LLC a Registered Investment Advisor. Mark maintains the following securities licenses: Series 7, 24, 66 and additionally has earned the following degrees and destinations: MBA, AIF(r), CFP(r), CDFA(r)

Undergraduate Education

National University, BA in Business Admin. 1987

Postgraduate Education

Pepperdine University, MBA 1989