Scott  Arnold,  CFP<sup>&reg;</sup> - Financial Advisor

Scott Arnold, CFP®

CEO, Portfolio Manager

IMPACTfolio

2781 E Geddes Avenue
Centennial, CO 80122
FINANCIAL ADVISOR'S WEBSITE
(844) 218-3800 CONNECT WITH Scott
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General

Scott Arnold is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at IMPACTfolio in Centennial, CO and the surrounding communities.

Financial Advisor Overview

At IMPACTfolio, we believe that sustainability is not optional. It’s not a niche investment strategy that we offer clients if they are “into that kind of thing.” It is core to our investment philosophy and what we believe is the only way to properly manage money for the best long-term results. First, we create a plan for you. Comprehensive financial planning gives us the context to provide you with the best investment advice. By creating an individualized, goal-based plan, we can then determine which portfolio allocation, tax strategies, and risk level are most appropriate for you. Then we customize a portfolio. We manage two different types of portfolios: core and explore. The core portfolios have three different models which vary based on risk level: Aggressive, Moderate, and Conservative. The explore portfolios are tactical and seek to capitalize on market conditions and valuations. They leverage tools to respond to changing markets and look for indicators of relative strength.

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Financial Advisor Experience

Due to my curiosity for solving financial problems coupled with my desire to help others, I joined the financial services industry in 1998. My passion to help others has grown stronger each year as a result of guiding clients through difficult and rewarding lifetime experiences. I believe strongly in two primary principles; always put my clients’ interests first and provide an exceptional level of service.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources