Kathy Longo, Cfp®, Cap®, Cdfa®
AeroLeads people directory · profile

Kathy Longo, Cfp®, Cap®, Cdfa® Email & 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 at Flourish Wealth Management®
Location: Minneapolis, Minnesota, United States 8 work roles 1 school
1 work email found @flourishwealthmanagement.com 3 phones found area 952 and 612 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@flourishwealthmanagement.com
Direct phone (952) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Flourish Wealth Management®
Role
President & Founder of Flourish Wealth Management, Money's Best Financial Planners in Partnership with FPA 2024-2025 and Host of the Flourish Financially Podcast
Location
Minneapolis, Minnesota, United States

Who is Kathy Longo, Cfp®, Cap®, Cdfa®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kathy Longo, Cfp®, Cap®, Cdfa® is listed as President & Founder of Flourish Wealth Management, Money's Best Financial Planners in Partnership with FPA 2024-2025 and Host of the Flourish Financially Podcast at Flourish Wealth Management®, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at flourishwealthmanagement.com, phone signal with area code 952, 612, and a matched LinkedIn profile for Kathy Longo, Cfp®, Cap®, Cdfa®.

Kathy Longo, Cfp®, Cap®, Cdfa® previously worked as President & Founder at Flourish Wealth Management® and Host of the Flourish Financially Podcast at Flourish Wealth Management®. Kathy Longo, Cfp®, Cap®, Cdfa® holds Bs, Financial Planning And Counseling from Purdue University.

Company email context

Email format at Flourish Wealth Management®

This section adds company-level context without repeating Kathy Longo, Cfp®, Cap®, Cdfa®'s masked contact details.

*@flourishwealthmanagement.com
68% confidence

AeroLeads found 1 current-domain work email signal for Kathy Longo, Cfp®, Cap®, Cdfa®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

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.

Listed skills include Estate Planning, Wealth Management, Retirement Planning, Wealth, and 20 others.

Current workplace

Kathy Longo, Cfp®, Cap®, Cdfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Flourish Wealth Management®
Flourish Wealth Management®
President & Founder of Flourish Wealth Management, Money's Best Financial Planners in Partnership with FPA 2024-2025 and Host of the Flourish Financially Podcast
AeroLeads page
Company profile
View company profile Email format
8 roles · 35 years

Kathy Longo, Cfp®, Cap®, Cdfa® work experience

A career timeline built from the work history available for this profile.

President & Founder

Current
Flourish Wealth Management®

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.

Apr 2014 - Present

Host Of The Flourish Financially Podcast

Current
Flourish Wealth Management®

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.

Jul 2020 - Present

Lead Client Advisor

Family Financial Strategies
1997 - 2000 ~3 yrs

Financial Planner

Ccp Financial Planning Services, Inc.
1992 - 1993 ~1 yr
1 education record

Kathy Longo, Cfp®, Cap®, Cdfa® education

  • Purdue University
    Purdue University
    Financial Planning And Counseling
FAQ

Frequently asked questions about Kathy Longo, Cfp®, Cap®, Cdfa®

Quick answers generated from the profile data available on this page.

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 Flourish Wealth Management®?

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

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

AeroLeads has found 1 work email signal at @flourishwealthmanagement.com for Kathy Longo, Cfp®, Cap®, Cdfa® at Flourish Wealth Management®.

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

AeroLeads has found 3 phone signal(s) with area code 952, 612 for Kathy Longo, Cfp®, Cap®, Cdfa® at Flourish Wealth Management®.

Where is Kathy Longo, Cfp®, Cap®, Cdfa® based?

Kathy Longo, Cfp®, Cap®, Cdfa® is based in Minneapolis, Minnesota, United States while working with Flourish Wealth Management®.

What companies has Kathy Longo, Cfp®, Cap®, Cdfa® worked for?

Kathy Longo, Cfp®, Cap®, Cdfa® has worked for Flourish Wealth Management®, Accredited Investors Inc., Family Financial Strategies, Ameriprise Financial Services, Inc., and Kpmg Peat Marwick.

How can I contact Kathy Longo, Cfp®, Cap®, Cdfa®?

You can use AeroLeads to view verified contact signals for Kathy Longo, Cfp®, Cap®, Cdfa® at Flourish Wealth Management®, including work email, phone, and LinkedIn data when available.

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

Kathy Longo, Cfp®, Cap®, Cdfa® holds Bs, Financial Planning And Counseling from Purdue University.

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

Kathy Longo, Cfp®, Cap®, Cdfa® is listed with skills including Estate Planning, Wealth Management, Retirement Planning, Wealth, Management, Investment Advisory, Financial Goals, and Financial Advisory.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.