Claris Advisors, LLC is proud to announce that Scott Iverson, CFP®, ChFC, CEBS, CRPS has been named a Member of the company effective 1/1/20.
Scott has served as a wealth advisor for Claris since 2015. He has a vast amount of experience in assisting clients with portfolio management and financial planning. Scott specializes in providing comprehensive advice on tax-efficient investing, retirement plans, employee benefit plans and insurance. Working as a fiduciary, Scott has spent his career always putting his clients’ interests first.
Scott has over 15 years of experience in the financial industry. He holds several certifications including the CERTIFIED FINANCIAL PLANNER ™ (CFP®) and earned bachelor’s and master’s degrees in finance from Stetson University.
