Kaysi Gordon

Advisor at Kaysi Gordon Financial Planning

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Credentials

CFP®, CPA

Kaysi Gordon Financial Planning logo

Firm

Kaysi Gordon Financial Planning

Location

Valley Stream, NY

About

My name is Kaysian Gordon, Founder and Wealth Advisor of Kaysi Gordon Financial Planning - A Place Where Faith and Financial Planning Meet.

I’ve been in the profession for over 20 years, but most recently have felt the call that faith should be a deeply rooted conversation when we talk about our money. I believe that money does not just impact our financial life, it affects every aspect of our life. Similarly, I believe that faith impacts everything we do and pursue.

I empower you to look at your finances in a different way. To help you to plan not just for financial things, or near term goals - but to plan for the long term.

Some questions I typically get asked: Can we afford to buy a home? How much should we spend or save? How much do I need to save for retirement? What will it cost for college education, while also being financially wise? Help understanding how I’m spending currently, so that I can reach my long term goals.

I can help you with that.

And a favorite question I help clients to think about: How will you spend your time in retirement?

Also, if have successfully saved over many years and you need to understand how you can invest, while taking the appropriate risk for where you are in your life so that your assets can continue to grow over time, I can help you with that as well.

I have been given the gift to make finances accessible and to speak in a language that makes it understanding and relatable. I take your hand and walk with you through the process so that you can be reminded that Rome wasn’t built overnight, but it’s through consistent actions over time, so that you can ultimately become financially independent and free.

Demographic focus

African Americans/Black Christian Faith Based Gen Y/Millennials (Born 1980-1995)

Fee options

AUM: 1.00%

Flat: $4250+/engagement

Quarterly: $1000+/qtr

Work history

Kaysi Gordon Financial Planning

2022 - Present (4 years)

Clarus Group LLC

2020 - 2022 (2 years)

Commonwealth Financial Network

2019 - 2020 (1 year)

UBS Financial services

2005 - 2019 (14 years)

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