# Ray Lombardo

> Ray Lombardo is a fee-only financial advisor at Clearview Investment Partners in Costa Mesa, California. Ray focuses on retirement planning and estate & legacy planning. Clearview Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ray-lombardo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Clearview Investment Partners
- **Based in:** Costa Mesa, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $105.3M across 374 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 1865438 (https://adviserinfo.sec.gov/individual/summary/1865438)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1988), Series 65 (1999)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.cviewip.com

## Frequently asked questions

### Is Ray Lombardo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ray holds no broker registration, and Clearview Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ray charge for financial advice?

Ray's firm, Clearview Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Ray Lombardo based?

Ray Lombardo is based in Costa Mesa, California.

### What does Ray specialize in?

Ray's specialties include retirement planning and estate & legacy planning.

### Is Ray Lombardo registered with the SEC?

Yes. Ray Lombardo is registered as an investment adviser representative in CA (CRD 1865438), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Clearview Investment Partners manage?

Clearview Investment Partners reports $105.3M across 374 accounts in assets under management.

### How do I contact Ray Lombardo?

Through Ray's website, www.cviewip.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1865438): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://cviewip.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.