MBA, CFP®, CPA, CKA®
Kaysi Gordon Financial Planning
MBA, CFP®, CPA, CKA®
Kaysi Gordon Financial Planning
Finances do not just affect our finances, it affects our whole lives. - Kaysian Gordon, MBA, CFP®, CPA, CKA®
Kaysi Gordon Financial Planning is a Fee-Only financial planner located in Long Island, NY, serving clients locally and across the country
Kaysian Gordon is a Valley Stream, NY fee-only financial planner. Kaysi Gordon Financial Planning provides comprehensive and objective financial planning and investment management to help women of faith who are going through transitions organize, grow, and protect their assets through life’s changes. As a fee-only, fiduciary, and independent financial advisor, Kaysian Gordon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kaysian Gordon is the Founder and Wealth Advisor at Kaysi Gordon Financial Planning in Valley Stream, NY. She is a Certified Public Accountant (CPA), a Certified Financial Planner™(CFP®), a Certified Kingdom Advisor (CKA®) and holds an MBA in Finance, Accounting and Taxation from Fordham University in New York.
Imagine being in the midst of a transition that you cannot see how it works out and these are the words that pop into your mind
“She smiles without fear of the future”.
That’s where I found myself when I was called to leave my Corporate career. I have a deep desire to help women with their financial lives, taking complex financial topics, and simplifying it, while making it relevant to their lives.
I serve women of faith who are going through transitions – whether through career changes, planning for retirement, retired, recently divorced or sadly, recently widowed. Or you may be at that place where you know you need to manage your finances differently. You may be wondering how to laugh at the future. I empower you by creating a financial path forward, so that you can have a roadmap and a guide to your destination of financial freedom.
When I am not working with women, I intentionally take time to recharge with my own quiet time, give back by serving in my local church in various capacities, or traveling with family.
Kaysian Gordon is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
I have a passion for working with women of faith in their finances. As a woman of faith myself, I understand how daunting it can be to share finances with a virtual stranger. My background of working in the financial arena for more than 20 years, first working with ultra high net worth clients, plus my ability to take complicated topics and discuss them in a simplified and relatable way is what sets me apart from many financial advisors you will meet.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Cash Flow Management
- Women in Trasition
- Retirees and Near Retirees
- Experiencing Divorce
- Growing Families
- Sudden Money Situations
- African American
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kaysian Gordon is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Kaysian Gordon is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Kaysian Gordon is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Kaysian Gordon is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Kaysian Gordon is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.
The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Kaysian Gordon is Quoted on Newsday: "Long term care insurance can be a complicated answer for Long Island seniors"
Kaysian Gordon is a Featured Guest on The Society of Advice Podcast: "The impact I hope to have on the world"
Kaysian Gordon is a Member of the New York State Society of CPAs
NYSSCPA Announces Kaysian Gordon as One of the Winners of its Inaugural “Forty Under 40” Awards in 2020
Kaysian Gordon is a Member of The Society of Advice, a place to celebrate the work and lives of Real Financial Professionals around the world.
Kaysian Gordon is a Member of the Christian Financial Advisors Network
Kaysian Gordon Contributes to the Devotable Blog
Kaysian Gordon is the Author of Walking in Obedience
Kaysian Gordon is the Author of Walking By Faith Not by Sight
Kaysian Gordon Co-Authored Amelia and Her Many Talents with her Daughter, Amelia Gordon
Kaysian Gordon is Named to Business Insider's "Personal Finance Insider's investing expert panel"
Kaysian Gordon Offers a "Saving and Investing for Retirement" Webinar via Savvy Ladies
Kaysian Gordon is a Guest on the Financial Advisors Say The Darndest Things Podcast: "Top Female Entrepreneur Walks Away from Half of a Billion Dollars And Is Empowering Single, Married, and Widowed Women to Take Control of Their Finances As She Starts Her Own Investment Firms"
Kaysian Gordon is a Guest on the 4 Real Women International's Pink Room Live: "Girl, Get Your Money Straight!"
Kaysian Gordon,Wealth Advisor and Published Author, is the Featured Guest on Talking to Cool People with Jason Frazell Podcast
Kaysian Gordon Discusses "Leading with Faith and Love" on the We Love Entrepreneurship Podcast
Kaysian Gordon Contributes Her Expert Opinion on FHSTS Regarding the "Best Investment Apps of May 2022"
Contact Kaysian Gordon
70 East Sunrise Highway
Valley Stream, NY 11581