Caissa Wealth Strategies Employee Directory

Caissa Wealth Strategies Global Highlights

Location

Employees

North America

13

• United States Of America
  13

South America

1

• Chile
  1

North America accounts for 93% of Caissa Wealth Strategies's workforce, followed by South America (7%).

Caissa Wealth Strategies's Leadership

• 
  K. O.

  Certified Financial Planner, Founder, And Chief Executive Officer

  Mobile Phone

  Email
• 
  J. S.

  Sr. Operations Advisor

  Mobile Phone

  Email
• 
  A. C.

  Senior Wealth Advisor

  Mobile Phone

  Email
• 
  J. C.

  Retired

  Mobile Phone

  Email

Caissa Wealth Strategies Employee Metrics

• Banking
• Other

Contact profiles from Caissa Wealth Strategies

• 
  K. O.

  Certified Financial Planner, Founder, And Chief Executive Officer

  Mobile Phone

  Email

  May 12, 2025
• 
  J. S.

  Sr. Operations Advisor

  Mobile Phone

  Email

  Apr 17, 2026
• 
  A. C.

  Senior Wealth Advisor

  Mobile Phone

  Email

  Jun 08, 2026
• 
  J. C.

  Retired

  Mobile Phone

  Email

  Oct 18, 2024

• 1

Frequently Asked Questions

Where are Caissa Wealth Strategies's employees located?

Caissa Wealth Strategies has about 12 employees across 2 continents, most of them in North America. North America accounts for 93% of Caissa Wealth Strategies's workforce, followed by South America (7%). By country, the largest groups are United States Of America (93%) and Chile (7%).

How many employees does Caissa Wealth Strategies have currently?

Caissa Wealth Strategies has approximately 12 employees as of October 2026. These team members are located across 2 continents, including North America and South America.

Who are Caissa Wealth Strategies's key employees and leadership?

As of October 2026, Caissa Wealth Strategies's key employees include:

• Certified Financial Planner, Founder, And Chief Executive Officer: K. O.
• Sr. Operations Advisor: J. S.
• Senior Wealth Advisor: A. C.
• Retired: J. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Caissa Wealth Strategies's most common email format?

Caissa Wealth Strategies employees' email format typically follows the pattern of First@caissawealth.com. Trying to find reliable and up-to-date employee contact data? Find more Caissa Wealth Strategies email formats with LeadIQ.

What is Caissa Wealth Strategies known for?

Caissa Wealth Strategies was founded in 2009 and operates in the Financial Services industry. You can contact Caissa Wealth Strategies's main corporate office by phone at

+1-952-777-****

. Explore Caissa Wealth Strategies's company overview page for more information.