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Financial Planning During COVID-19

April 18, 2020

The COVID-19 pandemic has brought a tremendous amount of fear into the stock market. But strong financial planning can help mitigate anxieties. Our founder and CEO, Kelly Olson Pedersen, was […] READ MORE >

CARES Act: What you should know

March 30, 2020

The CARES Act – a $2 trillion coronavirus response and stimulus package – was signed into law on March 27, 2020. CAISSA CEO and Founder Kelly Pedersen participated in a […] READ MORE >

How Investors Can Respond To Covid-19

March 16, 2020

Events are being canceled, people are staying home from work and the stock market is incredibly volatile. The coronavirus is having widespread economic implications. What can investors do to protect […] READ MORE >

Recap: 5 Days of Giving

January 17, 2020

A CAISSA favorite – our annual 5 Days of Giving campaign – recently concluded. Thank you to everyone who voted for your favorite charities last month. It’s truly inspiring to […] READ MORE >

Kelly Receives Top Women in Finance award

November 22, 2019

Last night Kelly received a Top Women in Finance award from Finance & Commerce. The Minnesota publication’s annual awards recognize women who are making an impact in their professions and […] READ MORE >

Get to Know Aimee Bauman, CFP®

September 24, 2019

Last month we welcomed a new accomplished financial planner to our team, Aimee Bauman, CFP® . Like Caissa, Aimee is passionate about client prosperity. As a senior financial planner at […] READ MORE >

Kelly Named a Top Woman in Finance

September 23, 2019

Finance & Commerce has named its 2019 Top Women in Finance and recognized Kelly among its distinguished list of honorees.   Finance & Commerce’s Top Women in Finance honors program […] READ MORE >

Job Opening: Associate Planner

March 12, 2019

CAISSA has grown rapidly and we are looking to welcome an additional Associate Planner to the team! If you are or you know anyone who might be interested in this […] READ MORE >