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Cfp® Scott Berry

Father - Philanthropist - Advisor
Portland, Oregon, United States
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
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Cfp® Scott Berry

Father - Philanthropist - Advisor
Portland, Oregon, United States
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Scott Berry is a Certified Financial Planner (CFP®) and a values-driven financial advisor who helps individuals, families, and organizations align their assets with their values. He believes that true financial fulfillment comes from using wealth to make a difference in others’ lives. Scott’s educational background includes a B.S. Summa Cum Laude in International Studies and Nonprofit Management from the University of Oregon, as well as credentials earned in the CERTIFIED FINANCIAL PLANNER™ Program at the University of Portland. He is an advisor at Kimsa - Total Wealth, where he collaborates with clients to cultivate financial abundance based on honesty, respect, and authenticity. Scott is committed to the fiduciary standard, putting client interests first and eliminating conflicts of interest. With Woodbury Financial Services, Inc., he offers securities and investment advisory services.

This public profile is provided courtesy of Clay. All information found here is in the public domain.