“The wealth management industry offers incredible opportunity for young women as the industry is heavily weighted toward older male advisors; studies show that there will be a shortage of planners in the future.”
“The wealth management industry offers incredible opportunity for young women as the industry is heavily weighted toward older male advisors; studies show that there will be a shortage of planners in the future.”
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We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.