I am a Certified Financial Planner with Caissa Wealth Strategies. In 2009, I founded Caissa because I wanted to develop a financial advisory firm where my team serves as the “Personal Financial Officer” for our clients by looking all aspects of their financial situation - not just their investments. We manage our clients’ wealth and investments from the accumulation stage throughout the retirement phase. I also provide financial planning and guidance to people going through a divorce. We are 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, I provided eight years of