Caissa Wealth Strategies Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Caissa Wealth Strategies operates in the financial services sector, providing personalized financial planning and advisory services to help clients align their resources with long-term goals. Positioned as a Personal CFO, the firm coordinates a broad range of financial considerations so clients can approach their finances with clarity and confidence. It serves women business owners, executives, and high-net-worth families, drawing on more than two decades of experience. Its approach rests on a triple-process framework—Torpedo Proofing, Tranches of Income, and On-Site Investment Due Diligence—emphasizing a process-driven method over a single product.
The company is based in Bloomington, Minnesota. In 2019, Caissa Wealth Strategies announced the appointment of Aimee Baumann as senior financial planner.

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