Lauri P. Salverda

Lauri P. Salverda

| CFP®, CFA®, AIF®

Castle Rock Financial Planning, Inc.

(651) 294-0013

Contact Me

Fee Only financial planner located in St. Paul, MN and serving the entire region

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Unmarried and Same-Sex Couples
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Estate Planning

Website

Visit Us

2267 Waters Drive
Mendota Heights, MN 55120

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Lauri Salverda is a St. Paul, MN Fee-Only Financial Planner located in Mendota Heights and serving all surrounding areas. Castle Rock FInancial Planning, Inc. specializes in providing objective financial planning and investment management to help clients manage and protect their assets through life's transitions. Lauri Salverda is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Lauri Salverda has been in the financial industry for more than 25 years, the last twelve 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 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 and the 2012 Board Chair. 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), 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 including beekeeping and is an avid knitter and gardener when she can squeeze it in!

Education
B.A., Economics, Bryn Mawr College, Bryn Mawr Pennsylvania

Professional Credentials
Chartered Financial Analyst
Certified Financial Planner
Accredited Investment Fiduciary

Professional Associations
CFA Institute
NAPFA Midwest Speakers Bureau
Twin Cities Society of Security Analysts
Financial Planning Association

Personal Affiliations
Board – St. Paul Association of University Women
Investment Committee – Girl Scouts of MN/WI River Valleys

Read More...

We work with clients who value having a trusted partner in making significant life choices regarding their financial future. As a fiduciary and fee-only financial planner, we offer comprehensive financial planning and investment management services, independent of conflicts of interest.

We build lasting relationships based on trust and a complete understanding of your goals for the future. We ask our clients meaningful questions, listen carefully to your answers and develop specific solutions to meet your individual needs. We meet as needed to evaluate your plan and make adjustments to remain relevant and assist you in reaching your unique goals whatever they may be. Our goal is to create an open and comfortable atmosphere to work through any financial questions that may arise and to make it easy to execute your plan that we’ve created together.

We work with individuals, traditional and same-sex couples and families. Because of our background and experience, we can help multiple generations of your family communicate about money and plan for the future together.

By acting as fiduciaries, we can avoid external conflicts as we provide information and design a plan that assists you in meeting your goals in life. We always seek to do what’s in your best interests, giving you confidence that someone is in your corner. We work collaboratively with your outside legal, accounting and insurance professionals to integrate these areas into your financial plans and investment strategies.

Read More...