Thank You for a Milestone Year
A note from Kelly Pedersen, CFP®
Welcome back from this snowy Thanksgiving weekend. I hope you had a wonderful holiday filled with fun, love and gratitude.
We have a lot to be thankful for at CAISSA. This year, we are celebrating our 10th anniversary! This is a milestone that wouldn’t be possible without you.
I started CAISSA in 2009 during the thick of the Great Recession. That was a difficult time to start any business – particularly an independent financial services firm – but I knew that my approach (“the CAISSA way”) could help guide clients through turbulent times and think 10 steps ahead to create long-term plans for their futures.
Our firm has flourished over the years thanks to this client-centered approach to financial planning and our wonderful clients, employees, partners and friends.
This year we continued to experience phenomenal growth, allowing us to add a new member to our team and double the square footage of our office to better accommodate our clients. I was also honored to be named among Finance & Commerce’s Top Women in Finance last month.
To celebrate our anniversary and all of this forward momentum, we hosted an open house in November. Attendees toured our new space and participated in a volunteer event where we made nearly 1,000 sandwiches for people in need with Allan Law of the 363 Days Food Program. Thank you to all who attended – we loved seeing each and every one of you.
As 2019 draws nearer to a close, our firm is honored to celebrate our 10th anniversary and looks forward to what the next 10 years will bring.
Caissa Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, dynamic wealth management. Based in Bloomington, Minnesota, Caissa financial planning professionals provide individualized strategies for every client. You can expect more from CAISSA, and in turn, you will get a fiercely loyal advocate on your side. For more news and information on wealth management solutions, visit Caissa Wealth.