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

I would offer that you can access additional information about myself, the other professionals with whom I practice collaborative and mediated divorce through the website www.cdsoc.com

You may also find useful information about me at my firm's website as well: www/clearviewfpg.com

Area(s) of Practice: Collaborative Divorce, Mediated Divorce, Retirement Planning, Investment Analysis & Management, Insurance Analysis
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 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

Professional Education

UC Irvine, Certified Financial Planner(r) certification course work, 2004

Comments

A portion of my practice committed to assisting clients with financial issues related divorce is strictly and exclusively practiced outside of the litigation environment. I would be happy to chat with you for 15 to 20 minutes to discuss your situation and to provide whatever guidance I felt appropriate for how you might be able to find more information, or proceed to the next step.