Not a big move, but a new suite at the 3151 Airway address….Suite H1.  Update your address books!

S.E. Briggs & Son becomes co-tenant with Clearview Investment Partners.  We welcome into our group family Mike Briggs along with his team including Robin Brannigan and Debbie Bockhold.  These individuals add a breath of fresh air to our work environment as well as insights into the economy from their perspective as commercial R.E. managers.

Clearview Investment Partner’s has continued to evolve over the years.  Two partner’s have left back in 2020.  One into retirement and one to pursue other goals.  Both Kevin and Alan are no longer with us, however, our commitment to clients remains unwavering.  With our firm, as in life, things are ever changing.  Those changes often bring into focus a renewed mission to be the best we can be!

As of Monday, March 9th we will be at:  3151 Airway Avenue, Suite U-1, Costa Mesa, CA 92626

All phone numbers and email address will be the same.

The Coming Retirement Crisis | Real Vision™

Yes. It's a Bubble. So What?.

Video The Most Dangerous and Ubiquitous Shortcut in Financial Planning.

Fed Chairman Powell could have a few surprises in store for the market.

In a belated post, our friend and partner, Ken Hobbs, became a Deacon of the Catholic Church on October 28th, 2017. He’s been asked to serve the congregation of Saint Timothy in Laguna Niguel. Ken’s done some great work both there and in the surrounding community for some time and we’re proud to have him as part of our team. Ken will continue in his role serving clients of the firm as well!

Crazy – A Story of Debt, by Grant Williams .