Lauri Salverda

last updated 4/29/2018

Lauri P. Salverda

Owner at Castle Rock Financial Planning

Location:
2267 Waters Drive, Saint Paul, Minnesota, United States
HQ Phone:
(651) 294-0013

General Information

Experience

Principal - Clerestory Advisors , Inc.

Twin Cities Coordinator - National Association of Personal Financial Advisors

CFP - Lenander Financial Advisory Inc

President - FPA

Education

BA - Economics , Bryn Mawr College

Affiliations

Board Member - Financial Planning Association

Board Member - American Association of University Women Inc

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

Board Member - St. Paul AAUW

Recent News  

The Financial Nomad: Conserving Your Retirement Money by Becoming an Expat |

Lauri Salverda, CFA, CFP®, AIF®
Lauri Salverda, CFA, CFP®, AIF®

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Jody Stroh |

Lauri Salverda, CFA, CFP®, AIF®
As a client service associate, her position is to support Lauri to provide the best possible experience to clients.

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How to choose a financial planner |

Lauri Salverda, CFA, CFP®, AIF®
By Lauri Salverda, CFA, CFP®, AIF® What You'll Learn About Lauri We look forward to a productive conversation with all potential clients, where we can get to know one another better. Here's a brief sneak peek into what you'll learn about how Lauri operates as a CFP®: She knows her clients personally. Lauri will get to know your likes, fears, comfort level with financial conversations, values, goals, and how your needs are changing over time. This way, when you call her with an issue, she hones her advice to what's most important to you. She educates her clients. Lauri believes you should feel empowered to make your own decisions, not be told what to do. For example, if an advisor recommends you roll your 401k into an annuity, you should understand why, on top of knowing the other options. She understands that all areas of a client's life are interrelated. 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®

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