Much like requiring a CPA to do your taxes, we believe only a CFP® should provide your financial plan. At CAISSA, ONLY CFP® professionals serve as our wealth advisors. No, […] READ MORE >

We work on a fee only type platform. This means that you pay a fee based on your investment value and we do not accept commissions. Our goals are aligned […] READ MORE >

CAISSA uses Charles Schwab to hold and safeguard clients’ assets. For many investors, this provides a reassuring system of checks and balances because your money is not held by the […] READ MORE >

A registered investment advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients, many of whom are affluent. Many independent RIAs work with complex portfolios […] READ MORE >