Home
About
Resources
Client Center
Contact Us

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

james@cvwpartners.com

Office: (925) 448-1640

20121 N. 76th Street

Unit 2019

Scottsdale, AZ 85255

Petaluma Office

765 Baywood Drive

Suite 327

Petaluma, CA 94954

Office: 707-789-0642

Grass Valley Office

204 W. Main Street

Suite 118

Grass Valley, CA 95945

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

The Financial Advisors of Clearview Wealth Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representative/s associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

For Insurance: AZ, CA, CT, FL, HI, MD, MI, MO, NV, NY, OR, PA, TX, UT, WA and WY.

James Westermeyer: CA Ins. Lic. #0C17637
Kenneth Micheal Lemas: CA Ins. Lic. #0J08364
William Roland: CA Ins. Lic. #0778291
Ashley Sawyer, CFPA: CA Ins. Lic. #0K40896