A complete list of active advisors currently associated with Kaysi Gordon Financial Planning

Warmer can help you find a great advisor at Kaysi Gordon Financial Planning or one who fits your needs even better.

The firm provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses, delivering written financial plans and both ongoing and project‑based engagements. Services cover investment management aligned to client goals as well as planning areas such as retirement, estate and tax planning, college savings, insurance review, cash flow, and business planning. Investment implementation blends passive and active strategies and is guided by modern portfolio principles; portfolios are managed according to tailored asset‑allocation targets and reviewed on a regular basis. Financial planning engagements emphasize tailored analysis (cash flow, employee benefits, charitable giving, and risk management) with annual plan reviews and periodic follow‑up to monitor implementation. A distinctive feature relative to many independent advisers is the firm’s offering of public educational seminars and speaking engagements, with some sessions provided pro‑bono, an uncommon service among peers. The firm’s principal holds multiple professional credentials (including CFP and CPA), reports about $10 million in discretionary AUM across roughly three dozen clients, and maintains authorship and speaking activities outside client hours.

To learn more about the advisors currently working at Kaysi Gordon Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kaysi Gordon	Valley Stream, NY	20

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