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.
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.
was used as a source for the September 25, 2010 Star Tribune article " Ask questions before trusting financial adviser."
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
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.
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.