Caissa Wealth Strategies’ Director of Wealth Planning, Aimee Bauman, has been named one of Money’s Best Women Planners for 2025!

In July, Money published a list of the 30 best women planners in the U.S. This stand-out group of women planners was based on the women’s responses to Money’s survey of CFP professionals who were FPA members in the fall of 2024, followed by a tailored questionnaire in April 2025 for the women who were finalists in this specialty list. Of the approximately 1,000 planners who took the core survey, 275 were women and thus eligible for the designation.

According to the CFP Board, women are vastly underrepresented in the financial planning profession. Less than a third of planners are women, with fewer than 1 in 4 being CFPs. In this survey, women CFPs were slightly over-represented, making up 27% of respondents. Women also outperformed on Money’s overall list of the top 80 planners, which includes 26 women (about 33%).

The 26 women present on the overall list of the best planners were automatically finalists for this follow-up list. The next four highest-performing women planners were included to round out an elite group to 30 total, all of whom are highly qualified, customer-centric financial experts who serve clients of all backgrounds — not just women.

Congratulations, Aimee!

https://money.com/best-financial-planners/best-women-planners/