Kathy Longo featured in Investment News Article “RIA’s Embrace the Collegial World of Study Groups” by: Jeff Benjamin
“…Kathleen Longo, president of Flourish Wealth Management in Edina, Minn., belongs to an all-women study group known as the Goddesses of Financial Planning. Ms. Longo, who advises on $95 million in client assets, joined the group of about a dozen other female RIAs 16 years ago when she was still working for a larger firm. The group, which meets for two hours on the last Friday morning of each month, was instrumental three years ago in helping Ms. Longo realize she could launch her own advisory firm. “When I joined, I was still at a larger RIA and I […]
