Kelly Pedersen portrait

Kelly Pedersen

Founder & CEO, Caissa Wealth Strategies

Description

Kelly Pedersen founded Bloomington-based Caissa Wealth Strategies in 2009, and has built it into a successful firm with a specialized focus on women business owners and entrepreneurs.

As part of the due diligence she delivers to her clients, Pedersen visits every fund manager that Caissa invests with every year, traveling from New York City to Los Angeles and everywhere in between. Her belief in going the extra mile for clients includes “torpedo-proofing” retirement planning, an innovative approach that involves repeatedly stress testing retirement plans to ensure they can withstand volatile financial events.