Role listed
Clearview Wealth Management
AeroLeads people directory · profile
Nick Bautista, Cfp®, Ricp® Email & Phone Number
Retirement Income Planner, ensuring clients have enough income to maintain their dignity and independence in retirement
at
Clearview Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Retirement Income Planner, ensuring clients have enough income to maintain their dignity and independence in retirement
Location
Irvine, California, United States
Company size
Who is Nick Bautista, Cfp®, Ricp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nick Bautista, Cfp®, Ricp® is listed as Retirement Income Planner, ensuring clients have enough income to maintain their dignity and independence in retirement at Clearview Wealth Management, a with 3 employees, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Nick Bautista, Cfp®, Ricp®.
Nick Bautista, Cfp®, Ricp® previously worked as Financial Advisor at Clearview Wealth Management. Nick Bautista, Cfp®, Ricp® holds Bs Business Administration, Management from Biola University.
Company email context
Email format at Clearview Wealth Management
This section adds company-level context without repeating Nick Bautista, Cfp®, Ricp®'s masked contact details.
Clearview Wealth Management
Review company-level records connected to Nick Bautista, Cfp®, Ricp® before choosing the right outreach path.
Profile bio
About Nick Bautista, Cfp®, Ricp®
I provide wealth management services for successful families 50-70 in age who are looking to an expert to help them retire in the next 5-10 years. I tailor your investments through building and selecting the correct allocation to help line up with your goals. Let me be the one advisor you have for the rest of your life!
Listed skills include Financial Advisory, Financial Planning, Life Insurance, Term Life Insurance, and 6 others.
Current workplace
Nick Bautista, Cfp®, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Clearview Wealth Management
3 roles
Nick Bautista, Cfp®, Ricp® work experience
A career timeline built from the work history available for this profile.
Role listed
Financial Advisor
Clearview Wealth Management
Clearview Wealth Management is an independent fee-based wealth management firm.I’m a fee-based Certified Financial Planner ™ professional who acts as a fiduciary to my clients. This means I have a legal obligation to put clients’ interest far before my own in all recommendations I make. My goal is to help successful families develop a plan for simplifying their financial lives and achieve their ambitions, and generate the necessary income to sustain the lifestyle they require now and in retirement. You may enjoy working with me if:You want a clear strategy for when you can retireYou’re uncomfortable with your financial situation, and need help on what to do next.Want someone to push you to accomplish your financial dreams and goals
1 education record
Nick Bautista, Cfp®, Ricp® education
-
Biola University
FAQ
Frequently asked questions about Nick Bautista, Cfp®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Nick Bautista, Cfp®, Ricp® work for?
Nick Bautista, Cfp®, Ricp® works for Clearview Wealth Management.
What is Nick Bautista, Cfp®, Ricp®'s role at Clearview Wealth Management?
Nick Bautista, Cfp®, Ricp® is listed as Retirement Income Planner, ensuring clients have enough income to maintain their dignity and independence in retirement at Clearview Wealth Management.
Where is Nick Bautista, Cfp®, Ricp® based?
Nick Bautista, Cfp®, Ricp® is based in Irvine, California, United States while working with Clearview Wealth Management.
What companies has Nick Bautista, Cfp®, Ricp® worked for?
Nick Bautista, Cfp®, Ricp® has worked for Clearview Wealth Management.
Who are Nick Bautista, Cfp®, Ricp®'s colleagues at Clearview Wealth Management?
Nick Bautista, Cfp®, Ricp®'s colleagues at Clearview Wealth Management include Donald Joseph Vas and Linda Feng.
How can I contact Nick Bautista, Cfp®, Ricp®?
You can use AeroLeads to view verified contact signals for Nick Bautista, Cfp®, Ricp® at Clearview Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Nick Bautista, Cfp®, Ricp® attend?
Nick Bautista, Cfp®, Ricp® holds Bs Business Administration, Management from Biola University.
What skills is Nick Bautista, Cfp®, Ricp® known for?
Nick Bautista, Cfp®, Ricp® is listed with skills including Financial Advisory, Financial Planning, Life Insurance, Term Life Insurance, Long Term Care Insurance, Health Insurance, Cash Flow Management, and Budgeting.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial