Elizabeth Alf, CFP®
Enlightened Financial Planning
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Serving Clients Nationwide
Enlightened Financial Planning
Areas of Focus
- Education Funding
- Equity Compensation Options
- Financial Life Planning
- Insurance
- Investing
- Retirement Planning
- Socially Responsible Investing
- Taxes
- Women & Wealth
About Elizabeth Alf, CFP®
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. Upon graduation, she decided to pursue her passion for the sciences and teaching others by joining Teach For America where she also earned a Masters of Teaching in Secondary Science at Pace University. Liz went on to spend nine years teaching high-school science in New York City and Chicago. 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, but grew frustrated by the limitations of her role.As she looked to transition out of the classroom, Liz hoped to put the skills she had built teaching into practice in a new career. At this same time, Tom Alf, the founder of Clerestory Advisors and Liz's father, was looking to bring on support for the growing practice. Liz began working with him in the summer of 2015 which was the start of her journey to become a CFP® and eventual owner of the firm. In her initial role at the firm, she enjoyed providing support to clients while learning the business. As her education and experience grew, she was eager to expand her role at the firm and help set the vision for the future. Tom officially retired and transitioned the firm to Liz in July 2022 and she has loved the transition to business owner as well as continuing her work as a lead advisor to clients.
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- especially the food and outdoors!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Fee Only Network
- National Association of Personal Financial Advisors
Primary Location
3001 Metro Drive suite 220, Bloomington, MN 55425, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to set up a time to talk and make time to plan for your future. Our initial consultation is free with no strings attached. It is a chance for us to get to know each other and for you to decide if you want us helping you manage your financial future. I look forward to speaking with you.Offers Investment Management
Yes
About Clerestory Advisors
Clerestory Advisors is a fee-only financial planning firm in Bloomington, Minnesota, helping couples, independent women, and young professional families across the Twin Cities area of Minneapolis–St. Paul, prepare for retirement.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 ensure 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
Education
Barnard College, Bachelor of Arts (B.A.), Neuroscience and Behavior
Volunteer Experience
Savvy Ladies Financial Helpline Prepare and Prosper
Hobbies and Interests
- Dancing
- Eating Out
- Family
- Reading
- Volunteering
- Walking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Parents
- Single Women
- Widow
- Women in Transition
- Young Families
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