NEW YORK, June 5, 2019 /PRNewswire-PRWeb/ -- Clarus Group, LLC is pleased to announce that Kaysi Gordon, MBA, CFP®, CPA has joined the firm as a Wealth Manager and member of the firm's Investment Committee. Kaysi was previously part of an elite 13 person team at UBS where she spent almost 17 years providing financial guidance and investment strategies for the firm's "ultra-wealthy", managing in excess of $500 Million in investable assets. Her client base consisted of entrepreneurs, CEOs and CFOs of Fortune 500 companies. Prior to joining the team at UBS, Kaysi began her career in Public Accounting.
Kaysi holds an undergraduate degree from Queens College, City University of New York in Accounting and Information Systems, where she graduated as a Queens College Scholar. She holds minors in Economics, Business and Liberal Arts (BALA), an honors minor. She also holds a Master's in Business Administration from Fordham University – Gabelli School with a dual concentration in Taxation and Finance. Kaysi is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional, a licensed insurance producer and holds FINRA series 7 and 66 registrations.
She has a passion for helping her clients achieve both financial and life goals and seeks to provide the right guidance for their situation. Kaysi's philosophy on financial success is predicated on taking the time to listen to the specific needs of each client, so that she can craft a detailed and tailored solution – as she does not believe one solution fits all.
Kaysi is a blogger and a published author of "Walking By Faith and Not By Sight: Learning to be Still in the midst of Life's Chaos." She is a sought after public speaker on both financial and faith topics.
"We are thrilled to welcome Kaysi to our team. Kaysi's knowledge and experience working with high net worth clients and her passion for helping those in her community is a very special combination," said Bryan Koslow, President of Clarus Group.
Kaysi will work out of Clarus Group's New York City branch and will focus on financial planning, asset management, and financial coaching for individuals and families.
About Clarus Group
Clarus Group LLC is an integrated wealth management firm with offices in Freehold, Pennington, and Caldwell, New Jersey, and in New York City. The firm provides financial planning, asset management, insurance, and tax preparation services to individuals and families. For more information, visit http://www.clarusfinancial.com. 1120 Avenue of the Americas, 4th Fl, New York, NY 10036. 732-325-0456.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a registered investment advisor. Fixed insurance products and services are offered through Clarus Group or CES Insurance Agency and are separate and unrelated to Commonwealth.
SOURCE Clarus Group, LLC
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