Kaysian Gordon (CFP®, CPA, MBA)
Kaysian Gordon focuses in the
following client markets or areas of practice:
- AUM
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- AUM
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
Planning Specialties
Helping clients clearly identify their goals Investing for the long term and for retirement Planning for retirement College Funding Planning Life after divorce Estate Planning CoversationsAdditional Information
Kaysi Gordon Financial Planning: "Where Faith and Financial Planning Meet" Finances do not only affect our finances, it affects our whole lives. Kaysi Gordon Financial Planning is a fee only financial planner in New York City, NY. We provide comprehensive financial planning, as well as investment management services. We love to educate clients on their finances by having ongoing conversations and helping clients identify what is important to them and ensuring their finances align with their goals.NAPFA Start Date
July 19, 2022
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no assurance that you will experience a certain level of results or satisfaction if you
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