Kelly Pedersen (CDFA, CFP®)
Kelly Pedersen focuses in the
following client markets or areas of practice:
- Corporate Executives
- Divorce Planning
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Corporate Executives
- Divorce Planning
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Kelly provides management of individual’s wealth and investments from the accumulation stage throughout the retirement phase. She also provides financial planning and guidance to people going through a divorce. Her focus is providing a clear plan to build and preserve client wealth in a prudent manner by incorporating a personal wealth plan and investment strategy. Prior to Caissa Wealth, Kelly provided 8 years of investment management, tax preparation and wealth planning to clients at two large regional accounting firms in the Twin Cities. She also spent a few years at two international brokerage firms.
Kelly has her B.S. in Finance and Economics with a minor in accounting from the University of Northern Iowa and has earned her Series 63, 65 and 7.
Additional Information
Kelly is a farm girl from NW Iowa with 2 sisters, an avid Chicago Bears fan, her last trip was to Spain, she has participated in 27 triathlons but never mastered any, loves golf but hasn’t mastered that either, enjoys jogging (she used to run), and loves spending time in Lake Okoboji with her husband, Bob and sons, Dillon and Tommy.
NAPFA Start Date
May 05, 2017
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