Kelly Pedersen

Professional Accomplishments:
Kelly Pedersen, a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst (CDFA), founded CAISSA Wealth Strategies, a Minneapolis-based firm, in 2009. For the 10 years before founding CAISSA, she worked at two national accounting firms in their investment and tax departments.

Kelly leads the CAISSA Wealth team for investment planning, tax strategies, and estate planning strategies for individuals going through complex transition such as family and business succession. She has been recognized by the Minneapolis/St Paul Business Journal 2021 Women in Business, the 2019 Enterprising Women Award, a 2019 Top Women in Finance, and a Top Wealth Manager by Mpls-St. Paul Magazine. She has also been featured by media outlets such as Investor’s Business Daily, FOX 9 News, NBC KARE11, Wall Street Journal, Investment News and the Star Tribune.

Education: 
Kelly received her BA in Finance and Economics from the University of Northern Iowa.