Advisor at Clearview Financial, Inc.
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Firm
Clearview Financial, Inc.
Location
San Diego, CA 92130
Credentials
CFP®, Series 65
Industry experience
7 years
Michael Young is a CFP® with seven years of industry experience, currently serving as a financial advisor at Clearview Financial, Inc. in San Diego, where he has worked since 2018. Prior to joining Clearview Financial, he was a full-time student for six years. Clearview Financial serves individual and high-net-worth clients by providing investment supervisory and portfolio management services, including client-specific Investment Policy Statements and periodic reporting. The firm employs fundamental analysis and portfolio construction tailored to clients’ risk tolerances and time horizons, managing approximately $100 million for about 44 clients.
$0 - $500,000: 1.00% $500,001 - $750,000: 0.90% $750,001 - $1,000,000: 0.85% $1,000,001+: 0.75%
Account minimum: $800,000 (may be waived at the firm's sole discretion)
11622 El Camino Real, 100
San Diego, CA 92130
California · Louisiana
Clearview Financial
2018 - Present (8 years)
Clearview Financial
2018 - 2018 (1 year)
Full Time Student
2012 - 2018 (6 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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