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CAISSA Spotlight: Meet Merissa

August 16, 2019

For this month’s spotlight, we’re profiling our Financial Planning Associate Merissa Perkins, who has been a part of our team since 2016. What is your role at CAISSA? I wear a lot […] READ MORE >

CAISSA Spotlight: Meet Julie

May 8, 2019

For this month’s spotlight, we’re profiling our Director of Financial Planning Julie Betchwars, CFP®, who has been a part of our team since 2014. What is your role at CAISSA? As […] READ MORE >

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