About Kelly

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So far Kelly has created 74 blog entries.

Expect More with Caissa!

 September 28, 2017

Expect More with Caissa! Our value at Caissa is in our process….not a product. Clients can Expect More when working with Caissa! Caissa wealth provides a client-focused financial services, with […] READ MORE >

Financial Planning Philosophy

 August 28, 2017

Financial Planning Philosophy Written by Kelly S. Olson Pedersen, CFP®, CDFA                 Something that we often hear when we start working with a […] READ MORE >

Caissa’s Tranches of Income

 July 28, 2017

Caissa’s Tranches of Income At Caissa, our philosophy to wealth management incorporates withdrawal timeframes, or “tranches” to plan ahead for market dips.  We are told by our clients that this […] READ MORE >

What Does it Mean to be a CFP®?

 June 26, 2017

Written by Julie Betchwars, CFP®             What Does it Mean to be a CFP®? Kelly mentioned that we recently celebrated Merissa completing her initial steps […] READ MORE >

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