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CAISSA SPOTLIGHT: Meet Melissa Hoffman

October 1, 2021

Melissa Hoffman Client Relations SpecialistMelissa@caissawealth.com(952) 777-2274 Melissa’s Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to financial services?)~My role […] READ MORE >

CAISSA SPOTLIGHT: Meet Amy Ziegler

August 31, 2021

Amy Ziegler Operations Specialist amy@caissawealth.com (952) 247-0179 Amy’s Bio     SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to […] READ MORE >

Financial Planning During COVID-19

April 18, 2020

Financial Planning During COVID-19 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, […] READ MORE >

CARES Act: What you should know

March 30, 2020

CARES Act: What you should know The CARES Act – a $2 trillion coronavirus response and stimulus package – was signed into law on March 27, 2020. CAISSA CEO and […] READ MORE >

How Investors Can Respond To Covid-19

March 16, 2020

How Investors Can Respond To Covid-19 Events are being canceled, people are staying home from work and the stock market is incredibly volatile. The coronavirus is having widespread economic implications. […] READ MORE >

Recap: 5 Days of Giving

January 17, 2020

Recap: 5 Days of Giving A CAISSA favorite – our annual 5 Days of Giving campaign – recently concluded. Thank you to everyone who voted for your favorite charities last […] READ MORE >

Kelly Receives Top Women in Finance award

November 22, 2019

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