Kathy Longo, Cfp®, Cap®, Cdfa®

Kathy Longo, Cfp®, Cap®, Cdfa® Email and Phone Number

President & Founder of Flourish Wealth Management, Money's Best Financial Planners in Partnership with FPA 2024-2025 and Host of the Flourish Financially Podcast @ Flourish Wealth Management®
Kathy Longo, Cfp®, Cap®, Cdfa®'s Location
Minneapolis, Minnesota, United States, United States
Kathy Longo, Cfp®, Cap®, Cdfa®'s Contact Details

Kathy Longo, Cfp®, Cap®, Cdfa® personal email

n/a

Kathy Longo, Cfp®, Cap®, Cdfa® phone numbers

About Kathy Longo, Cfp®, Cap®, Cdfa®

Kathy created Flourish Wealth Management out of a passion for making financial matters more friendly and enjoyable. Kathy is wholeheartedly committed to enhancing the lives of every client she serves and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. She is the author of the book Flourish Financially: Values, Transitions, and Big Conversations, which encourages a holistic and personalized approach to finance, focused on understanding one’s money story, plan for the big transitions in life and have the necessary money conversations. Kathy continues to provide financial education by using the tips, concepts, and ideas in her podcast Flourish Financially.

Kathy Longo, Cfp®, Cap®, Cdfa®'s Current Company Details
Flourish Wealth Management®

Flourish Wealth Management®

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President & Founder of Flourish Wealth Management, Money's Best Financial Planners in Partnership with FPA 2024-2025 and Host of the Flourish Financially Podcast
Kathy Longo, Cfp®, Cap®, Cdfa® Work Experience Details
  • Flourish Wealth Management®
    President & Founder
    Flourish Wealth Management® Apr 2014 - Present
    Edina, Mn, Us
    Flourish Wealth Management® is an independent, fee-only, boutique wealth management firm that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions combined with innovative strategies. At Flourish, our trusted advisors help ensure preparation for the future - no matter what it brings. We bring the expertise and tools necessary to improve our clients’ lives. Flourish serves a dedicated group of clients through highly personal relationships. We listen. We ask the right questions. Taking the time to learn all the important details of life, including aspirations, values and passions, we can skillfully integrate all available resources to create expertly tailored planning. It is a place to Flourish!Our team is excited to learn about your financial goals and work together to help you realize those dreams. Contact us to learn more at 952.392.4474 or info@flourishwm.com.
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  • Flourish Wealth Management®
    Host Of The Flourish Financially Podcast
    Flourish Wealth Management® Jul 2020 - Present
    Edina, Mn, Us
    The flourish financially mini-cast is a weekly resource for those who want to set goals, grow, and flourish financially by starting where they are and growing from there. I will help guide you through exercises and challenges that can help you identify your money story, dig deep for what you want in your life and provide resources and recommendations on how you can find a means to get there.
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  • Accredited Investors Inc.
    Senior Principal & Shareholder
    Accredited Investors Inc. 2001 - Apr 2014
    Edina, Mn, Us
    View
  • Family Financial Strategies
    Lead Client Advisor
    Family Financial Strategies 1997 - 2000
  • Ameriprise Financial Services, Inc.
    Retirement Plan Advisor
    Ameriprise Financial Services, Inc. 1996 - 1997
    Minneapolis, Mn, Us
    View
  • Kpmg Peat Marwick
    Financial Planner
    Kpmg Peat Marwick 1995 - 1996
    New York, Ny, Us
    View
  • Deloitte & Touche
    Financial Planner
    Deloitte & Touche 1994 - 1995
    Worldwide, Oo
    View
  • Ccp Financial Planning Services, Inc.
    Financial Planner
    Ccp Financial Planning Services, Inc. 1992 - 1993

Kathy Longo, Cfp®, Cap®, Cdfa® Skills

Estate Planning Wealth Management Retirement Planning Wealth Management Investment Advisory Financial Goals Financial Advisory Asset Allocation Financial Services Finance Asset Management Retirement Strategic Planning Strategic Financial Planning Insurance Crm Tax Financial Planners Leadership Investments Certified Financial Planner Investment Management Portfolio Management

Kathy Longo, Cfp®, Cap®, Cdfa® Education Details

  • Purdue University
    Purdue University
    Financial Planning And Counseling

Frequently Asked Questions about Kathy Longo, Cfp®, Cap®, Cdfa®

What company does Kathy Longo, Cfp®, Cap®, Cdfa® work for?

Kathy Longo, Cfp®, Cap®, Cdfa® works for Flourish Wealth Management®

What is Kathy Longo, Cfp®, Cap®, Cdfa®'s role at the current company?

Kathy Longo, Cfp®, Cap®, Cdfa®'s current role is President & Founder of Flourish Wealth Management, Money's Best Financial Planners in Partnership with FPA 2024-2025 and Host of the Flourish Financially Podcast.

What is Kathy Longo, Cfp®, Cap®, Cdfa®'s email address?

Kathy Longo, Cfp®, Cap®, Cdfa®'s email address is kl****@****hwm.com

What is Kathy Longo, Cfp®, Cap®, Cdfa®'s direct phone number?

Kathy Longo, Cfp®, Cap®, Cdfa®'s direct phone number is +195239*****

What schools did Kathy Longo, Cfp®, Cap®, Cdfa® attend?

Kathy Longo, Cfp®, Cap®, Cdfa® attended Purdue University.

What are some of Kathy Longo, Cfp®, Cap®, Cdfa®'s interests?

Kathy Longo, Cfp®, Cap®, Cdfa® has interest in Civil Rights And Social Action, Children, Education.

What skills is Kathy Longo, Cfp®, Cap®, Cdfa® known for?

Kathy Longo, Cfp®, Cap®, Cdfa® has skills like Estate Planning, Wealth Management, Retirement Planning, Wealth, Management, Investment Advisory, Financial Goals, Financial Advisory, Asset Allocation, Financial Services, Finance, Asset Management.

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