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

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 Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

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.

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