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Clearview Investment Partners, LLC Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Clearview Investment Partners, LLC operates as an independent, fee-based wealth management firm focused on helping clients pursue long-term financial objectives. Its services address building wealth for retirement, funding education, planning for special needs, and maximizing estates for heirs. Central to its approach is an ethics-driven foundation, with the principle that actions matter more than words. The practice assigns two partners to each client, a structure designed to ensure a careful understanding of needs and thoughtful delivery of services.

The firm serves individuals, entrepreneurs, and small businesses in the greater Orange County area within the financial services sector as a relationship-focused advisor. Based in Newport Beach, California, it emphasizes disciplined asset management and a transparent, client-centered service model aimed at delivering value at a reasonable price.

Find Clearview Investment Partners, LLC employees' phone numbers or email addresses

Clearview Investment Partners, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Clearview Investment Partners, LLC's Leadership

  • VP Wealth Management at Clearview Investment Partners, LLC
    G. A.
    VP Wealth Management
    Mobile Phone
  • Managing Partner at Clearview Investment Partners, LLC
    K. A.
    Managing Partner
    Mobile Phone
  • Owner at Clearview Investment Partners, LLC
    K. H.
    Owner
    Mobile Phone
  • Financial Advisor at Clearview Investment Partners, LLC
    G. G.
    Financial Advisor
    Mobile Phone

Clearview Investment Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Other
  • Banking

Contact profiles from Clearview Investment Partners, LLC

Name
Title
Contact
Location
Last Update
  • Managing Partner at Clearview Investment Partners, LLC
    K. A.
    Managing Partner
    Mobile Phone
    United States, California
    May 23, 2025
  • Owner at Clearview Investment Partners, LLC
    K. H.
    Owner
    Mobile Phone
    United States, California
    May 31, 2025
  • VP Wealth Management at Clearview Investment Partners, LLC
    G. A.
    VP Wealth Management
    Mobile Phone
    United States, California
    Oct 22, 2024
  • Financial Advisor at Clearview Investment Partners, LLC
    G. G.
    Financial Advisor
    Mobile Phone
    United States, California
    Apr 24, 2025

Frequently Asked Questions

What is Clearview Investment Partners, LLC known for?

Minus sign iconPlus sign iconClearview Investment Partners, LLC operates in the Financial Services industry. You can contact Clearview Investment Partners, LLC's main corporate office by phone at
+1-949-200-****
. Explore Clearview Investment Partners, LLC's company overview page for more information.

What is Clearview Investment Partners, LLC's most common email format?

Minus sign iconPlus sign iconClearview Investment Partners, LLC employees' email format typically follows the pattern of First@cviewip.com. Trying to find reliable and up-to-date employee contact data? Find more Clearview Investment Partners, LLC email formats with LeadIQ.

How many employees does Clearview Investment Partners, LLC have currently?

Minus sign iconPlus sign iconClearview Investment Partners, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Clearview Investment Partners, LLC's key employees and leadership?

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As of July 2026, Clearview Investment Partners, LLC's key employees include:

  • VP Wealth Management: G. A.
  • Managing Partner: K. A.
  • Owner: K. H.
  • Financial Advisor: G. G.

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