Financial Advisors in Saint Cloud, Minnesota (Stearns County)

Thomas Alf, CDFA, CFP, CPA
Knowing what you want is easy – knowing how to get there is not. 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... See More

Steven Zimmerman, CFP, ChFC
Mindful Asset Planning (MAP) is a comprehensive financial planning Firm and Registered Investment Advisor founded by Steve & Susan Zimmerman in 1988 to help clients MAP their financial life planning strategies. "Mindful" means attentive and aware to both financial and human assets. Human assets include your family and career history, life experiences, belief systems, emotions, and goals. These are factored into recommendations to help guide your life and financial planning decisions.. Prosperity Clarity: Our mission is to help you MAP a more prosperous and satisfying life for the absolute most of your financial and human assets: * Your life path is better focused and more fulfilling * Goals are clear, prioritized, calculated, and funded * Your important decisions align with your values * Your personal confidence and net worth grows. To achieve this MAP gathers your historic style, preferences, and goals to clarify what works best for you. This includes: * Personality motivators * Financial resources * Emotional awareness * Personal values and professional goals * Family relationships MAP Founders: Susan Zimmerman is a Licensed Marriage and Family Therapist (LMFT) and Chartered Financial Consultant (ChFC). She is the author of books and supporting materials on financial psychology and moving through difficult transitions. Thousands have attended her workshops and used her money personality assessments to better manage decisions about spending, investment styles, and couples' communication. Steve Zimmerman is a Certified Financial Planner (CFP) with extensive experience in comprehensive finance, tax, retirement, risk, and portfolio... See More

Lauri Salverda, CDFA, CFA, CFP
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.... See More

Joe Pitzl, CFP
We are an independent, fee-only financial planning and investment management firm, and we are everything Wall Street is not. Our firm offers a refreshing, collaborative spin on the financial planning process, coupled with an evidence-based approach to investing. We adhere to a fiduciary standard of care at all times when working with our clients. Our allegiance lies solely with you.
We believe that the fundamental purpose of financial planning is to help people make better and more consistent financial decisions. Money is best used in a manner that supports one's life, rather than being the driving force in the decision-making process.... See More

Stephen Galligan, CFP, CPA/PFS, MBA, MS
Stephen Galligan has an MBA in Finance & Accounting, and a MS in Applied Math & Statistics. His professional certifications and licenses are as follows:• MN Board of Accountancy - CPA Certificate 18124• Minnesota Society of CPAs - Member Id #14960• The AICPA PFS Designation - Certificate 07007• CFP Board of Standards - CFP License 057469• Registered Investment Advisor - MN Dept of Commerce• NAPFA Fee-Only Fincial Planner member... See More

We are committed to working with clients to help them strengthen their resources and capability by establishing values-oriented goals and creating a financial MAP that leads the way. We enjoy working with clients who seek a mindful, comprehensive method to their long-term financial and personal well being.

Our mission is to help you improve your financial life while enhancing awareness of your personal values and psychological style in money matters. We work together as a team using a proven process of assessing key financial information, money personality traits, interpretation and analysis. Your unique family, social, career, and life history are incorporated with your goals to determine recommended solutions.

As a fiduciary, MAP places your interests above all others when working with you to establish yur goals and best implement your plan. MAP subscribes to the most current industry knowledge and regulatory guidelines to chart a successful course for your financial security. MAP also adheres to the professional Certified Financial Planner (CFP) and ChFC strict Code of Ethics.

MAP's client services and administrative team members work closely with you to facilitate and implement your plan to accomplish the steps required to achieve the desired results.

MAP coordinates regularly with other professionals, such as an attorneys, accountants, insurance providers, lenders and other specialists to obtain and integrate needed products and services into a complete financial plan.... See More