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2017-02-08T00:00:00.000Z

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Wrong Lauri Salverda?

Lauri P. Salverda

HQ Phone: (651) 294-0013

Email: l***@***.com

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Castle Rock Financial Planning , Inc

750 Main Street Suite 215

Saint Paul, Minnesota 55118

United States

Company Description

Castle Rock offers complete ongoing investment management services that fit the goals of your overall financial plan. We look at factors including your cash flow needs, age to retirement and tolerance to volatility to determine what sort of allocation wil ... more

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

Board Member
American Association of University Women

President
Financial Planning Association

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

Board Member
St. Paul AAUW

Education

BA

Economics

Bryn Mawr College

Web References (33 Total References)


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

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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.


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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.


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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
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By Lauri Salverda |
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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®
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by Lauri Salverda, CFA, CFP®, AIF®Leave a Comment
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By Lauri Salverda |
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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®
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Lauri Salverda, CFA, CFP®, AIF®


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