Ray Lombardo
Clearview Investment Partners · Costa Mesa, California
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.
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Specialties
Facts
| Firm | Clearview Investment Partners |
|---|---|
| Based in | Costa Mesa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $105.3M across 374 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1865438 |
| Exams passed | Series 63 (1988) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cviewip.com |
How Ray's firm compares
- Clearview Investment Partners's average account is about $282,000, from its Form ADV (assets managed divided by 374 accounts).
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Questions about Ray
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Clearview Investment Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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