CFP®, CFA®, AIF®
Castle Rock Financial Planning, Inc.
Fee Only financial planner located in St. Paul, MN and serving the entire region
Lauri Salverda is a Mendota Heights, MN fee-only financial planner. Castle Rock Financial Planning, Inc. provides comprehensive and objective financial planning and investment management services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lauri Salverda is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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!
B.A., Economics, Bryn Mawr College, Bryn Mawr Pennsylvania
Chartered Financial Analyst
Certified Financial Planner
Accredited Investment Fiduciary
NAPFA Midwest Speakers Bureau
Twin Cities Society of Security Analysts
Financial Planning Association
Board – St. Paul Association of University Women
Investment Committee – Girl Scouts of MN/WI River Valleys
Lauri Salverda 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.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Lauri Salverda is a NAPFA-Registered Financial Advisor
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.
Lauri Salverda is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Lauri Salverda is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Lauri Salverda is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Lauri Salverda is an Accredited Investment Fiduciary® (AIF)
Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Contact Lauri Salverda
2267 Waters Drive
Mendota Heights, MN 55120