Caissa Wealth Strategies

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Caissa Wealth Strategies — overview

About

Caissa Wealth Strategies is a Minnesota-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. Its services include financial planning, investment management, insurance planning, estate planning, divorce planning, tax planning, education planning, and retirement planning. The wealth manager provides investment advisory services to individuals and high-net-worth individuals.

Caissa Wealth Strategies - known decision makers (9)

Position	Location	Asset Class
Certified Financial Planner, Founder, and Chief Executive Officer	Bloomington, US	GEN
Director of Investments	Bloomington, US	PEREHF
Director of Investments	Bloomington, US	GEN
Director of Operations	Bloomington, US	GEN
Director of Wealth Management, Director of Planning	Bloomington, US	GEN

Showing 5 of 9 known decision makers Caissa Wealth Strategies

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