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Alan C
CFP®, Series 63, Series 65
Topping, VA
Mariner
Alan Cluverius is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at Fisher Investments for seven years and held roles at Minnesota Life Insurance, Virginia Asset Management, and Securian Financial Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a broad range of strategies spanning equities, fixed income, alternatives, and digital assets.
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