Kathy Longo
Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area.
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Q3 2024 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA
Tuesday, October 15, 2024
Welcome to the Autumn edition of our quarterly newsletter! As we enter the homestretch of 2024, we’re excited to bring you insights from the Flourish Team! We are thrilled to announce that Money.com has recognized Kathy Longo as one of the Best Financial Planners of 2024! This prestigious honor places her among a special group of just 80 financial planners nationwide, selected from over 1,000 candidates.
This quarter’s featured article covers the importance of having candid discussions with aging parents about money and finances. As always, we have the latest market commentary from Director of Investments, Jay Pluimer, AIF®, CIMA® to inform you about the financial landscape.
We hope you find this edition helpful and inspiring as you plan for your financial future. Enjoy the read and have a wonderful fall!
Sincerely,
Kathy Longo
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Kathy Longo
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