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Elizabeth Alf, CFP®

Enlightened Financial Planning

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Clerestory Advisors Elizabeth Alf, CFP®
Bloomington, Minnesota

Serving Clients Nationwide

Enlightened Financial Planning

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Insurance
  • Investing
  • Taxes

About Me

Elizabeth "Liz" Alf earned a B.A. in Neuroscience and Behavior, summa cum laude, from Columbia University - Barnard College, where she was elected to Phi Beta Kappa. She decided to pursue her passion for the sciences and teaching others by joining Teach For America. She also earned a Masters of Teaching in Secondary Science at Pace University. Throughout her nine years of teaching high school science in various cities around the country, Liz truly enjoyed certain aspects of being an educator. 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.

As she looked to transition out of the classroom, Liz wanted to be able to put these skills to use in her new career. Complementing her passion for helping others, Liz brings to Clerestory proven organizational, analytical and problem solving skills. She has been enjoying the opportunity to help her father continue realizing his vision of providing people with the ability to improve their lives through financial education and working each year to realize their life and financial goals. Liz completed the Financial Planning core course work through both DePaul University and Kaplan University. She then sat for and passed the CFP® Certification Examination in March 2017. She has now completed three years of experience and received her CFP® mark as of October 2018, which is the financial planning industry's most widely recognized professional designation.

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- talking walks by the river, exploring fun places to eat and spending family time together.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors

Primary Location

3001, Metro Drive, Bloomington, Minnesota, 55425

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 our Firm

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

Education

Barnard College, Bachelor of Arts (B.A.), Neuroscience and Behavior

Volunteer Experience

Savvy Ladies Financial Helpline

Badges

Hobbies and Interests

  • Dancing
  • Eating Out
  • Family
  • Reading
  • Volunteering
  • Walking

Who 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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