We are proud to congratulate Aimee Bauman, Director of Wealth Planning at CAISSA Wealth Strategies, for being named to the 2024 Best Financial Planners list at the FPA Annual Conference!

Selected from over 1,000 financial planners through a comprehensive survey conducted by Money in collaboration with the Financial Planning Association (FPA), this prestigious list recognizes 80 professionals for their expertise, trustworthiness, and outstanding client service. Aimee’s dedication to guiding clients through complex financial transitions has truly set her apart.

Aimee’s recognition is a reflection of her commitment to excellence, and we’re excited to see her continue to make a positive impact on her clients’ financial journeys.