Andy Flattery

Andy Flattery Email and Phone Number

Principal and Financial Advisor @ Flattery Wealth Management
Kansas City, MO, US
Andy Flattery's Location
Kansas City Metropolitan Area, United States, United States
Andy Flattery's Contact Details

Andy Flattery personal email

About Andy Flattery

I started Simple Wealth Planning to help young families in Kansas City like mine navigate complex financial situations and build wealth. I’ve learned from years of experience as a financial advocate some actionable strategies and tools that help my clients achieve their goals quickly and more efficiently. No matter where you are starting, we can "workshop" together to: 1) align your money with your values, 2) construct a personalized financial plan, 3) and work the plan throughout your ever-changing life. Let’s get after it.

Andy Flattery's Current Company Details
Flattery Wealth Management

Flattery Wealth Management

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Principal and Financial Advisor
Kansas City, MO, US
Andy Flattery Work Experience Details
  • Flattery Wealth Management
    Principal And Financial Advisor
    Flattery Wealth Management
    Kansas City, Mo, Us
  • Simple Wealth Planning
    Owner & Financial Advisor
    Simple Wealth Planning Sep 2018 - Present
    North Kansas City, Missouri, Us
  • Bmo Wealth Management
    Vice President- Investments | Premier Financial Advisor
    Bmo Wealth Management Jan 2014 - Sep 2018
  • Rbc Wealth Management Financial Services Inc.
    Financial Advisor
    Rbc Wealth Management Financial Services Inc. Oct 2012 - Jan 2014
    Toronto, Ontario, Ca
  • Allen Partners, Llc
    Private Wealth Manager
    Allen Partners, Llc Feb 2010 - Nov 2012
  • College Pro Painters
    General Manager
    College Pro Painters 2007 - 2009
    Toronto, Ontario, Ca

Andy Flattery Skills

Retirement Planning Wealth Management Equities Finance Investments Life Insurance Asset Allocation Alternative Investments Managed Money Marketing Strategy Entrepreneurship Sales Management Tactical Asset Allocation Widows Holistic Financial Planning Simple Ira Sep Ira Roth Ira Debt Consolidation Consumer Debt 401k Rollovers

Andy Flattery Education Details

  • College For Financial Planning
    College For Financial Planning
    Personal Financial Planning
  • Iowa State University - Ivy College Of Business
    Iowa State University - Ivy College Of Business
    Marketing
  • Saint Edmond High School
    Saint Edmond High School

Frequently Asked Questions about Andy Flattery

What company does Andy Flattery work for?

Andy Flattery works for Flattery Wealth Management

What is Andy Flattery's role at the current company?

Andy Flattery's current role is Principal and Financial Advisor.

What is Andy Flattery's email address?

Andy Flattery's email address is an****@****bmo.com

What schools did Andy Flattery attend?

Andy Flattery attended College For Financial Planning, Iowa State University - Ivy College Of Business, Saint Edmond High School.

What are some of Andy Flattery's interests?

Andy Flattery has interest in Children.

What skills is Andy Flattery known for?

Andy Flattery has skills like Retirement Planning, Wealth Management, Equities, Finance, Investments, Life Insurance, Asset Allocation, Alternative Investments, Managed Money, Marketing Strategy, Entrepreneurship, Sales Management.

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