Need more? Try out  Advanced Search (20+ criteria)»

logo

Last Update

This profile was last updated on 6/13/2017 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

Wrong Lauri Salverda?

Lauri P. Salverda

Founding Principal

Castle Rock Financial Planning , Inc

HQ Phone:  (651) 294-0013

Email: l***@***.com

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow 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.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

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

Twin Cities Coordinator

National Association of Personal Financial Advisors


Twin Cities Coordinator

Midwest Speakers Bureau , Inc.


Principal

Clerestory Advisors , 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(42 Total References)


Castlerock Financial Planning | Investment Management | 651-294-0013

castlerockfp.com [cached]

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.


About | Castlerock Financial Planning | Mendota Heights, MN 55118

castlerockfp.com [cached]

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


Financial Planning Archives | Castlerock Financial Planning

castlerockfp.com [cached]

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


Schwab Client Portal | Castlerock Financial Planning

castlerockfp.com [cached]

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


An Important Consideration for Parents of Adult Children | Castlerock Financial Planning

castlerockfp.com [cached]

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


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory