Scott Iverson, CFP®, ChFC, CEBS, CRPS has joined the Claris team as an Operations Manager and Investment Advisor. Scott has over ten years of experience in the financial industry and holds several certifications including the CFP (Certified Financial PlannerTM). Scott has a successful history of providing comprehensive financial planning advice for retirement, estate, investment and risk management. At Claris, Scott will lead the day-to-day operations and assist with the advising needs of clients. He holds his Bachelor and Master of Business Administration from Stetson University.
Conversations with Claris: Sustainable Investing — How to Integrate Your Values
When we think of financial planning, we tend to focus on retirement but often overlook risk management. Terms such as “impact investing” or “values-based investing”
Chris Bettonville
May 9, 2022
