Johann Klaassen, PhD, CFP, AIF
Certified Financial Planner™, Accredited Investment Fiduciary™
Professional Focus and Overview
Johann A. Klaassen, PhD, CFP®, AIF®, is Executive Vice President and Chief Investment Officer for Horizons Sustainable Financial Services, and develops asset allocation strategies and oversees investment policy for Horizons' individual and institutional clients. As a passionate advocate for SRI, a skilled navigator of its intricacies, and an enthusiastic early adopter of just about every new communication tool and technology, Johann is informed, informative, and far more accessible than his many commitments might imply. He directly serves clients in Colorado and throughout the nation, tending to specialize in serving unusual and special circumstances or needs.
Johann is a Certified Financial Planner™. He was among the first in the nation to embrace the now-standard certification of Accredited Investment Fiduciary™ and holds the 70th such accreditation ever issued. He holds a B.A. from St. John's College, Annapolis/Santa Fe, and Masters and PhD degrees from the Philosophy Department of Washington University, St. Louis, where he specialized in Ethics and Social Philosophy. He served on the faculties of Washington University, Webster University, Millikin University, the University of Colorado at Colorado Springs, the University of Central Arkansas, and the University of Idaho. He has published and lectured on many topics, including areas of environmental ethics, business ethics, and social bias in finance. He awaits the publication of a forthcoming book about accurate measures of the risks embedded in investment portfolios, co-authored by mathematician (and college classmate) Prof. David H. Brown of Colorado College.
He got his start in the securities industry in the fall of 2000 at T. Rowe Price. In mid-2001, Johann joined the team at First Affirmative Financial Network, rising to Vice President of Investments Services. He was primarily responsible for First Affirmative's managed account programs, and supported First Affirmative's nationwide network of investment advisors.
Johann spent his youth in Western Washington, Hawaii, and Japan. He enjoys chess and the outdoors of Colorado and New Mexico. He continues to write and publish, for both academic and popular press outlets. He is a frequent guest lecturer in philosophy departments and business schools at colleges and universities, and at business and social justice conferences.
Johann Klaassen is an Investment Advisor Representative of Horizons Sustainable Financial Services, Inc., a Registered Investment Advisor that is incorporated and registered in the State of New Mexico. In accordance with federal law, he may only conduct business in states where appropriately registered or exempted from registration. He is not an Investment Advisor Representative of First Affirmative. First Affirmative is not an affiliate or subsidiary of Horizons Sustainable Financial Services, Inc.
First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).
The credentials CFP® and AIF® listed above bear trademarks.