CKS SUMMIT GROUP - Key Persons
"I am an income planning specialist who works with a select group of pre-retirees and retired individuals who aspire to a work optional lifestyle. So, I have developed and refined a process to put all the pieces of that puzzle together. I call this process S.W.A.N. because I want my clients to Sleep Well At Night. This allows them to face the future with anticipation instead of apprehension."
Al Caicedo is President and Owner of CKS Summit Group, founded in 1998. Al's focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand for themselves, the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market collapse.
Al is an asset preservation consultant and transitional planning specialist. The goals and objectives of a transitional client are more geared toward safety and risk elimination, peace of mind, developing income options and tax savings strategies, avoiding probate, and reducing or eliminating the potential for loss to a nursing home.
Job Titles:
- Investment Advisor
- Representative
Nikki is a graduate of Macalester College. She graduated with degrees in Economics and Neuroscience.
As an investment advisor representative she specializes in managing fixed income securities. Nikki has a passion for educating people, she brings clarity and understanding to our clients.
When she has free time, Nikki loves coaching softball and mentoring young women to prepare them for college.
Valerie is currently the Director of Operations. She is passionate about helping people meet their Financial Goals. She has an unwavering commitment to each client and understands the enormous responsibility we have been entrusted with.
Before joining our team, Valerie provided support to other Financial Firms and has been working in the Financial Industry for more than 14 years. Valerie's goal is to build strong relationships with our clients by ensuring they have a great experience. In her free time, Valerie enjoys spending time with her family, traveling and boating in the Summer.