A complete list of active advisors currently associated with Castle Rock Financial Planning, Inc.

Warmer can help you find a great advisor at Castle Rock Financial Planning, Inc. or one who fits your needs even better.

Castle Rock provides personalized financial planning and investment management to individuals, high‑net‑worth clients, trusts, and estates. Its services include retirement, investment, tax, estate and insurance planning, education funding, cash‑flow analysis, and implementation of portfolios composed of stocks, bonds, mutual funds and exchange‑traded funds. The firm operates as a fee‑only fiduciary, gathering detailed client information to produce written financial plans and offering ongoing discretionary portfolio management under a limited power of attorney with periodic reviews. Investment work draws on multiple analysis methods — including fundamental, technical, and charting approaches — and uses third‑party research sources such as Morningstar and Schwab to support investment decisions. Notable characteristics that distinguish the firm from many peers include formal credentialing expectations for advisors and principal‑level certifications (CFA, CFP, AIF) highlighted in the brochure, and a stated policy of not selling commissioned products or accepting referral fees. The firm also discloses operational practices that are less common among advisors, including declining to vote client proxies, having constructive custody due to automatic fee deduction, and receiving institutional services and soft‑dollar research from its recommended custodian.

To learn more about the advisors currently working at Castle Rock Financial Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lauri Salverda	Mendota Heights, MN	11

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