Kelly Pedersen
CFP®, CDFA®
Caissa Wealth Strategies
Founder and CEO
Kelly Pedersen
CFP®, CDFA®
Caissa Wealth Strategies
Founder and CEO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kelly Pedersen, CFP®, CDFA®
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Kelly Pedersen is a Minneapolis, MN fee-only financial planner. Caissa Wealth Strategies provides comprehensive wealth management, divorce financial planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kelly Pedersen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kelly Pedersen is a fee-only financial advisor at Caissa Wealth Strategies, located in Minneapolis, MN. She founded the company in 2009. She has been in the financial services industry since 1999.
Kelly manages her clients’ wealth and investments from the accumulation stage throughout the retirement phase. She also provides financial planning and guidance to people going through a divorce. She is focused on providing a clear plan to build and preserve wealth in a prudent manner by incorporating a personal wealth plan and investment strategy. Prior to founding CAISSA, Kelly provided eight years of investment management, tax preparation and wealth planning to clients at two large regional accounting firms in the Twin Cities. She also spent a few years at two international brokerage firms.
Kelly has her B.S. in Finance and Economics with a minor in accounting from the University of Northern Iowa and has earned her Series 63, 65 and 7.
Tidbits about Kelly : She is a farm girl from Northwest Iowa with two sisters, an avid Chicago Bears fan, her last trip was to Spain, she has participated in 27 triathlons but never mastered any, loves golf but hasn’t mastered that either, enjoys jogging (she used to run), and loves spending time in Lake Okoboji with her husband, Bob and sons, Dillon and Tommy.
Kelly Pedersen 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.
INTRODUCTION TO CAISSA (Ky-Suh) …named after the Roman Goddess of Chess
People have many complex ‘pieces’ on their financial board of life and we analyze every detail to create wealth strategies that are fully integrated and think 10 steps ahead, much like one would do to win in chess.
With CAISSA as your advisor, you will find we are fiercely devoted to your financial prosperity so you can be fully devoted to your personal wellbeing. We execute smart strategies thoroughly…making our clients’ retirement visions REALITY.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Kelly Pedersen is a NAPFA-Registered Financial AdvisorThe 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.
-
Kelly Pedersen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
-
Kelly Pedersen is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
-
Kelly Pedersen is Quoted in Southwest Metro Magazine: "Caissa Takes an Innovative Approach to Wealth Management, Financial Planning"
-
Kelly Pedersen is Featured on Finance & Commerce: "Top Women in Finance: Kelly Olson Pedersen"
-
Kelly Pedersen is Quoted in MarketWatch: "How to include your digital assets in your estate plan"
-
Kelly Pedersen is a Five Year Award Winning Five Star Professional
-
Kelly Pedersen is Quoted on KARE News 11
-
Kelly Pedersen is Quoted on KARE News 11: "Tips to Avoid Holiday Scams"
-
Kelly Pedersen is Quoted in The Wall Street Journal: "Beware Software Flaws That Can Derail Financial Plans"
-
Kelly Pedersen Contributed to Market Watch: "Digital assets a growing challenge in estate planning"
Contact Kelly Pedersen
Office Locations:
-
7825 Washington Ave S
Suite 725
Minneapolis, MN 55439
