Elizabeth Alf
CFP®
Clerestory Advisors, Inc.
Principal & Financial Planner
Elizabeth Alf
CFP®
Clerestory Advisors, Inc.
Principal & Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Elizabeth Alf, CFP®
Fee-Only financial planner located in Bloomington, MN, serving clients locally and across the country
Elizabeth Alf is a Bloomington, MN fee-only financial planner. Clerestory Advisors, Inc. provides comprehensive and objective financial planning and investment management and one-time financial plans to help young professional families and pre-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Elizabeth Alf is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Prior to entering the financial services industry, Liz Alf spent nine years teaching high-school science in various cities around the country. She loved the ability to form positive relationships with her students and to help them grow the key skills they would need for their life in college and beyond.
As she looked to transition out of the classroom, Liz wanted to be able to put these skills to use in her new career. Complementing her passion for helping others, Liz brings to Clerestory proven organizational, analytical and problem solving skills. She has found fulfillment in the opportunity to improve lives through financial education.
Liz earned a B.A. in Neuroscience and Behavior, summa cum laude, from Columbia University - Barnard College, where she was elected to Phi Beta Kappa. She decided to pursue her passion for the sciences and teaching others by joining Teach For America. She also earned a Masters of Teaching in Secondary Science at Pace University.
Liz completed the Financial Planning core course work through both DePaul University and Kaplan University. She then sat for and passed the CFP® Certification Examination in March 2017. She has now completed three years of experience and received her CFP® mark as of October 2018, which is the financial planning industry's most widely recognized professional designation.
Liz lives in St. Paul, MN with her husband Scott, sons Lucas and Peter, and their dog Jack. They enjoy taking advantage of all the Twin Cities has to offer- talking walks by the river, exploring fun places to eat and spending family time together.
Elizabeth Alf is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Clerestory Advisors offer you personalized advice on financial planning matters and investment management services. Our long term commitment to your financial goals means we clarify your risk tolerance, short and long term financial needs and personal money philosophy. By taking the time to educate you, we make sure you are comfortable and knowledgeable as we move forward with a financial plan and asset allocation tailored to your needs. We can assist you with: Financial Planning Retirement Planning Risk Management Cash Flow Planning Tax Planning Estate Planning Investment Management Ongoing Investment Management and Financial Planning Divorce Planning & Assistance
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Elizabeth Alf is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Elizabeth Alf is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Elizabeth Alf
Office Locations:
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3001 Metro Drive
Suite 220
Bloomington, MN 55425
