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Wrong Lauri Salverda?

Lauri P. Salverda

Founding Principal

Castle Rock Financial Planning , Inc

HQ Phone:  (651) 294-0013

Email: l***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Background Information

Employment History

Principal

Clerestory Advisors , Inc.


Twin Cities Coordinator

National Association of Personal Financial Advisors


Twin Cities Coordinator

Midwest Speakers Bureau , Inc.


Lenander Financial Advisory , Inc.


Affiliations

American Association of University Women

Board Member


Financial Planning Association

President


Investment Committee for the Girl Scouts of Minnesota and Wisconsin River Valleys

Board Member


St. Paul AAUW

Board Member


Education

BA

Economics

Bryn Mawr College


Web References(34 Total References)


Lauri Salverda, CFA, CFP®, AIF®, Author at Castlerock Financial Planning

castlerockfp.com [cached]

Lauri Salverda, CFA, CFP®, AIF®
Services Financial Planning Lauri Salverda, CFA, CFP®, AIF® About Lauri Salverda, CFA, CFP®, AIF® Lauri Salverda has been working with individuals and families to help them reach their financial goals since 2001. Warm and personable, she works closely with her clients to make sure they have the information they need to be confident in the decisions they are making about their future. Read Lauri's Biography > Time for Women to Become Invested December 10, 2016 by Lauri Salverda, CFA, CFP®, AIF®Leave a Comment By Lauri Salverda | Lauri Salverda is an award-winning Certified Financial Planner and the owner of Castle Rock Financial Planning in Mendota Heights, Minnesota. She has been helping individuals and families reach their financial goals since 2001. Filed Under: Blog Posts, Financial Planning, Investment Management, Lauri Salverda, CFA, CFP®, AIF® by Lauri Salverda, CFA, CFP®, AIF®Leave a Comment By Lauri Salverda | Lauri Salverda is a Certified Financial Planner with an office in Mendota Heights. She has been working with individuals and families to help them reach their financial goals since 2001. She has been a devoted mother since 1991. Filed Under: Blog Posts, Financial Planning, Investment Management, Lauri Salverda, CFA, CFP®, AIF® Lauri Salverda, CFA, CFP®, AIF®


castlerockfp.com

Lauri Salverda, CFA, CFP®, AIF®
Services Financial Planning Lauri Salverda Lauri Salverda, CFA, CFP®, AIF® Lauri Salverda Lauri Salverda Since 2001, Lauri Salverda developed a passion for transparent and holistic financial planning where her clients' goals, understanding, and confidence triumphed. Warm and personable, she works closely with her clients to make sure they have the information they need to be assured in the decisions they are making about their future. In addition to her kind approach, Lauri offers the knowledge and expertise of a Certified Financial Planner, Chartered Financial Analyst and Accredited Investment Fiduciary. Clients enjoy working with Lauri because she is with them every step of the way. With their personal goals in mind, she will build an individualized financial plan that will leave them feeling confident, relaxed, and empowered. Clients know they can trust her because of her extensive experience and the integrity she brings to their relationship. Lauri will continue to be there for you, year after year, as your goals change and your dreams grow. Financial education has always been one of Lauri's passions and she finds great reward in the community volunteering she does for Perspectives Family Center, Best Prep and Junior Achievement. She also serves on the board of the St. Paul Branch of the American Association of University Women (AAUW) and on the Investment Committee for the Girl Scouts of Minnesota and Wisconsin River Valley. Education B.A., Economics, Bryn Mawr College, Bryn Mawr Pennsylvania President, Student Investment Committee As the president, Lauri ran a committee to teach women about investing, funded by a donor in the amount of $100,000. The investment gained in excess of 30 percent, substantially outperforming the college endowment returns. Lauri and her committee were mentioned in the Wall Street Journal, Money Magazine and The New York Times.


castlerockfp.com

Lauri Salverda, CFA, CFP®, AIF®
Services Financial Planning Throughout her 15 years of experience, Lauri Salverda developed a passion for transparent and holistic financial planning where her clients' goals, understanding, and confidence triumphed.


castlerockfp.com

Lauri Salverda, CFA, CFP®, AIF®
Services Financial Planning


castlerockfp.com

Lauri Salverda, CFA, CFP®, AIF®
Services Financial Planning Lauri Salverda, CFA, CFP®, AIF® About Lauri Salverda, CFA, CFP®, AIF® Lauri Salverda has been working with individuals and families to help them reach their financial goals since 2001. Warm and personable, she works closely with her clients to make sure they have the information they need to be confident in the decisions they are making about their future. Read Lauri's Biography > Time for Women to Become Invested December 10, 2016 by Lauri Salverda, CFA, CFP®, AIF®Leave a Comment By Lauri Salverda | Lauri Salverda is an award-winning Certified Financial Planner and the owner of Castle Rock Financial Planning in Mendota Heights, Minnesota. She has been helping individuals and families reach their financial goals since 2001. Filed Under: Blog Posts, Financial Planning, Investment Management, Lauri Salverda, CFA, CFP®, AIF® by Lauri Salverda, CFA, CFP®, AIF®Leave a Comment By Lauri Salverda | Lauri Salverda is a Certified Financial Planner with an office in Mendota Heights. She has been working with individuals and families to help them reach their financial goals since 2001. She has been a devoted mother since 1991. Filed Under: Blog Posts, Financial Planning, Investment Management, Lauri Salverda, CFA, CFP®, AIF® Lauri Salverda, CFA, CFP®, AIF®


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