Eric Daniel Figarsky
Investment adviser representative at Clearview Wealth Management
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$178.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Clearview Wealth ManagementJan 2018 to now
- Commonwealth Finanical NetworkJan 2010 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Clearview Wealth Management
Legal name: Clearview Wealth Management, LLC
$178.5MAssets managed
386Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5444612
- Firm CRD
- 288978