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lauri@castlerockfp.com
651-294-0013
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Castle Rock Named one of St. Paul’s Top 15 Financial Advisors by Expertise

August 15, 2019 By Lauri Salverda, CFA, CFP®, AIF®

laurels surrounding an award reading "best financial advisors in St. Paul 2019"

Thanks to review specialist Expertise for ranking Castle Rock as one of 2019’s Best Financial Advisors in St. Paul! Expertise reviewed dozens of financial advisors serving the St. Paul area. Castle Rock is thrilled to have made the shortlist of the Top 15 Financial Advisors in St. Paul! Thanks to the team at Expertise for their research, focus on quality, and commitment to ensuring all consumers can make confident decisions in the experts they select.

Filed Under: Blog Posts

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.
Read Lauri's Biography >

Recent Posts

  • How do you value a bond? January 7, 2021
  • ESG Investing: the What and the Why October 1, 2020
  • Women financial planners group rings in 25th anniversary with $25,000 donation to promote women, diversity in the industry August 6, 2020
  • Planning Your Estate June 22, 2020
  • Castle Rock Named One of the 2020 “Top 16 Financial Advisors in Saint Paul” by Expertise June 2, 2020
  • Three Tips to Grow Your Impact: Vetting a Nonprofit or Charity December 1, 2019
  • How Meaningful Donations Can Save You Money October 4, 2019
  • Castle Rock Named one of St. Paul’s Top 15 Financial Advisors by Expertise August 15, 2019
  • The Greatest Gift to Leave Your Children & Free End of Life Checklist July 5, 2019
  • Financial Literacy Month March 13, 2019

Blog Categories

  • Blog Posts
  • Financial Planning
  • Industry News
  • Investment Management
  • Lauri Salverda, CFA, CFP®, AIF®
  • Philanthropy

Contact Information

Castle Rock Financial Planning
2267 Waters Drive
Mendota Heights, MN 55120
lauri@castlerockfp.com
651-294-0013

Recent Blog Posts

  • How do you value a bond? January 7, 2021
  • ESG Investing: the What and the Why October 1, 2020
  • Women financial planners group rings in 25th anniversary with $25,000 donation to promote women, diversity in the industry August 6, 2020

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