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Tom Alf

CFP®, CPA
Clerestory Advisors, Inc
Mendota Heights, MN
Your partner in navigating life transitions

Meet Tom

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Introduction - Tom Alf
Video Transcripts

Tom got his start in accounting and business as a CPA, controller and CFO before moving into financial planning. He discovered the corporate world was not a good fit for him. He wanted to help people, not corporations, improve their financial well-being. To earn his CFP® designation, he decided to pursue financial planning at the Carlson School of Management.

When the firm was founded over ten years ago, Tom chose…

Tom got his start in accounting and business as a CPA, controller and CFO before moving into financial planning. He discovered the corporate world was not a good fit for him. He wanted to help people, not corporations, improve their financial well-being. To earn his CFP® designation, he decided to pursue financial planning at the Carlson School of Management.

When the firm was founded over ten years ago, Tom chose the name Clerestory because financial planning, like architecture is an equally analytical and creative process. He feels passionately that client interests always come first. Clients appreciate informed, unbiased guidance during the decision making process. Clerestory provides true comprehensive planning which is far more than just managing investments.

Tom and his wife, Karen, have lived in St. Paul since graduating from the University of Illinois, Champaign/ Urbana. They both enjoy an active lifestyle of biking, walking, swimming and travel, especially visiting their adult children. Their oldest, Liz, joined Tom in the summer of 2015 at Clerestory as a financial planning professional. Liz’s passion is helping others whether they are the high school science students she taught for the past nine years or helping Clerestory clients. Their son David works in Los Angeles as an architect for a large architecture firm. His passion is designing buildings and photography.

Tom is still trying to talk his wife Karen into getting a dog. In the interim, Tom’s brother Bob has graciously allowed him to have his dog Isabel, a tri black Australian Shepherd, for weekend overnights. Tom will keep trying for that new dog to give Isabel a playmate.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Socially responsible investing

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Families

Fee structure

Flat Fee

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPA - Certified Public Accountant

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

Bachelors
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