Josefine Cays (CFA, CFP®, EA)
Josefine Cays focuses in the
following client markets or areas of practice:
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Additional Information
Josefine Teneback Cays, Partner
Josefine has nearly 20 years of experience in financial services. She has worked with Bridgewater Advisors for most of her career. Josefine holds the Chartered Financial Analyst designation (CFA) and is also a CERTIFIED FINANCIAL PLANNER™ Certificant (CFP®). She is also an Enrolled Agent (EA) with the IRS. Josefine received her BA with Honors in Anthropology from the University of Texas at Austin. Josefine is committed to playing an active role in her community to support initiatives and programs close to her heart. Currently she acts as a Treasurer for the Edgemont Elementary PTA in Westchester County.
NAPFA Start Date
August 01, 2018
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.