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This profile was last updated on 5/15/14  and contains information from public web pages and contributions from the ZoomInfo community.

Lauri P. Salverda

Wrong Lauri P. Salverda?

Principal

Phone: (651) ***-****  HQ Phone
Email: l***@***.com
Local Address: Mendota Heights, Minnesota, United States
Clerestory Advisors , Inc.
750 Main St. Suite 215
St. Paul, Minnesota 55118
United States

Company Description: Clerestory Advisors have your best interests at heart. We take our fiduciary responsibility to you seriously and will never accept any referral fees or compensation...   more
Background
24 Total References
Web References
Clerestory Advisors, Inc. - Financial Planning and Investment Management Services - St. Paul, MN
www.clerestoryadvisors.com, 15 May 2014 [cached]
Lauri Salverda Clerestory Advisors, Inc. - Financial Planning and Investment Management Services - St. Paul, MN
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Lauri Salverda, CFA, CFP® lauri@clerestoryadvisors.com
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Portrait of Lauri Salverda
Lauri has been in the financial industry for more than 20 years, the last six of which she has been working with individuals and families to help them reach their financial goals. From an early age Lauri knew she wanted to work in finance. She babysat and saved her money while her friends were at the movies. It was a passion for her then and she is just as passionate about helping others with their money now.
"I find it rewarding to help others with the financial aspects of their lives with which they are not always comfortable. We look at the issues, see the challenges and work to find the solutions that will enable them to reach their financial goals and live the life they've always wanted. It doesn't get much more rewarding than that."
Lauri also finds great rewards in the community volunteering she does for Chrysalis, Perspectives Family Center, Best Prep, Junior Achievement and Habitat for Humanity. Part of her giving back is serving as the 2011 President of the Financial Planning Association of Minnesota. She is also the Twin Cities Coordinator for the National Association of Personal Financial Advisors (NAPFA) Midwest Speakers Bureau. Lauri also serves on the board of the St. Paul Branch of the American Association of University Women (AAUW), volunteers for the Collaborative Law Institute of Minnesota and serves on the Investment Committee for the Girl Scouts of Minnesota and Wisconsin River Valley.
The mother of four children, she is very busy with family activities but is an avid knitter and gardener when she can squeeze it in!
...
Lauri Salverda
Back to Main
Clerestory Advisors, Inc. - Financial Planning and Investment Management Services - St. Paul, MN
www.clerestoryadvisors.com, 15 May 2014 [cached]
Lauri Salverda was awarded the Finance and Commerce "2011 Top Women in Finance" award.
Lauri Becomes President of FPA® Minnesota Aligning with Clerestory Advisors' desire to keep learning, give back and do the best for their clients, Lauri Salverda, CFA, CFP®, is honored and excited to be the 2011 President of The Financial Planning Association (FPA®) - Minnesota Chapter. The FPA® of Minnesota is a dynamic association of over 780 members who are CFP® professionals, financial planners, specialists and organizations dedicated to advancing the financial planning process. To learn more about the association, you can visit their website at www.fpamn.org.
Lauri is serving as the Twin Cities Coordinator for the National Association of Personal Financial Advisors (NAPFA) Midwest Speakers Bureau. Schedule a Presentation
Lauri is serving on the Board of the St. Paul AAUW (Association of University Women) and the Investment Committee for the Girl Scouts of Minnesota and Wisconsin River Valleys.
Lauri Salverda gave an info session for Geobeats.com on June 14, 2011.
On April 9, 2011, Lauri Salverda spoke at the Family Equality Council Rainbow Families Conference.
Lauri Salverda was used as a source for the September 25, 2010 Star Tribune article " Ask questions before trusting financial adviser."
Lauri spoke at the Brookdale Library September 25th at 10:00 am. Kicking off the series presented by the Hennepin County Library, Minnesota Dept of Commerce, Financial Planning Association of MN and Twin Cities Public Television among others. The series is titled "How Can I Afford Retirement? with the initial workshop, "Planning for Retirement: Setting the Stage."
On May 2, Lauri Salverda's son and one of Clerestory Advisors' clients' sons participated in National Lemonade Day. National Lemonade Day is an initiative developed to help teach entrepreneurial skills to young children. The profits from the stand were donated to Children's Hospital in St. Paul.
Lauri Salverda was quoted in the article " Saving Up for Baby," which appeared in the Wall Street Journal on April 25, 2010.
On April 10, Lauri Salverda spoke on a panel at the Rainbow Families Conference "Before During and After: The emotional, financial and legal considerations in a relationship."
Smart Women Manage Their Stash What could be better than an evening of sharing stories, knitting away your stress and learning how to manage your finances? Lauri Salverda, CFA, CFP®, is an avid knitter and combines her love of knitting with her desire to help women gain control over their finances. In this once-a-month class meeting for six months, not only will you walk away with new knitting skills, but also the skills needed to prepare wisely for your financial future. Come learn how to organize, take inventory, manage and utilize your yarn and financial stash to have the future you deserve. To learn more about Smart Women Manage Their Stash, contact us at 651-209-2610.
The "Best of the Best" in the Financial Industry - Lauri Salverda Lauri Salverda, CFA, CFP®, of Clerestory Advisors, Inc. was recently honored at Finance and Commerce's 10th Annual "Top Women in Finance" awards luncheon.
Board of Directors
www.fpamn.org, 7 Nov 2012 [cached]
Lauri Salverda, CFP® CFA Chairperson Clerestory Financial Planning 651-209-2610 lauri@clerestoryadvisors.com
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