What departments does Caissa Wealth Strategies have?

Caissa Wealth Strategies has employees across 3 departments including Finance, Operations, Consultant.

What is the largest department at Caissa Wealth Strategies?

The largest department at Caissa Wealth Strategies is Finance with 1 employees.

Where are Caissa Wealth Strategies employees located globally?

Caissa Wealth Strategies has employees across 2 continents and 2 countries including United States Of America, Chile.

How has Caissa Wealth Strategies's team size changed over time?

Caissa Wealth Strategies's team has decreased from approximately 12 to 10 employees based on available data.

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Caissa Wealth Strategies Employee Directory

Financial ServicesMinnesota, United States11-50 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.

Caissa Wealth Strategies Global Highlights

North America
13

United States Of America
13

South America
1

Chile
1

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

100%

50%

2026

2025

Banking
Other

Contact profiles from Caissa Wealth Strategies

Name

Title

Contact

Location

Last Update

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

Frequently Asked Questions

What is Caissa Wealth Strategies known for?

Caissa Wealth Strategies was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-952-777-****

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

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

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

How many employees does Caissa Wealth Strategies have currently?

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

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

As of August 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.

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Caissa Wealth Strategies Employee Directory

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