Caissa Wealth Strategies
Named after the Roman Goddess of Chess, CAISSA Wealth Strategies is a Registered Investment Advisory firm that approaches clients’ financial planning like chess by developing thoughtful strategies and thinking 10 steps ahead. Kelly S. Olson Pedersen, a CFP® (Certified Financial Planner™) and CDFA (Certified Divorce Financial Analyst), founded CAISSA in 2009 after a decade working in the financial services industry. With the help of her team of CFPs and investment professionals, CAISSA serves as its client’s “Personal CFO” by looking at all aspects of the client’s financial situation, not just their investments. CAISSA provides many services including financial planning, investment management, risk management, estate planning, divorce planning, executive plans and tax strategies. CAISSA strongly believes in this holistic planning approach to financial management, largely because it gives its clients confidence that their retirement visions have been ‘torpedo-proofed.’
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