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2018 CAISSA Investment Review

January 29, 2019

by Kelly Pedersen, CFP® This is my annual review of the markets for the year and where we might be going. It starts off with basic investment principals and gets […] READ MORE >

Financial Planning Philosophy

August 28, 2017

Written by Kelly S. Olson Pedersen, CFP®, CDFA                 Something that we often hear when we start working with a new client is […] READ MORE >

What Does it Mean to be a CFP®?

June 26, 2017

Written by Julie Betchwars, CFP®             Kelly mentioned that we recently celebrated Merissa completing her initial steps to become a Certified Financial Planner™, a CFP®. […] READ MORE >