Kathy Longo Named One of Investopedia’s Top 100 Financial Advisors 2023

Investopedia has officially chosen our founder Kathy Longo CFP®, CAP®, CDFA® as one of the top 100 Financial Advisors and one of the Leading Women Advisors for 2023! Her dedication to enhancing financial literacy and empowerment is truly commendable, and we couldn’t be more thrilled that her hard work has garnered national recognition.

The Investopedia 100 is now in its seventh year and continues to honor financial advisors who are making substantial contributions to crucial discussions regarding financial literacy, investment strategies, life-stage planning, and wealth management. Given the vast pool of over 100,000 independent financial advisors in the United States, being featured in the Investopedia 100 underscores her position as one of the nation’s most engaged, influential, and educational advisors.

Congratulations Kathy!

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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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Kathy Longo Named One of Investopedia’s Top 100 Financial Advisors 2023

Kathy Longo

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

Integrating Purpose into Portfolios: A Practical Guide to Values-Based Investing

Investing with Intention: Aligning Your Portfolio with Your Long-Term Goals and Values

Raising Financially Confident Kids: Conversations That Shape Lifelong Habits

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

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