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.
Navigating the Roller Coaster of Investing
Investing can be a little bit like a roller coaster ride. Here are a few reminders to help investors relax during these turbulent times. Keep Your Eye on the Horizon