Professional development is a cornerstone of our continued effort to best serve our clients, and in that vein, we are pleased to share that Jay Pluimer, our Director of Investments, has recently completed the CFA Institute Certificate in ESG Investing. Earning this Certificate will enhance Jay’s ability to analyze and
Kathy joins Shaun Maslyk, FBS ®, CFP®, B.Comm, CIP in a discussion about embracing the emotionally driven side of wealth. So we can begin to define what wealth looks and feels like from the inside out. To hear the entire episode: https://bit.ly/3W4j9S2
The Flourish Wealth Management team is gratified to share that our firm has been reviewed by Expertise.com and promoted as a 2022 Best Financial Advisor in Minneapolis! In the announcement of our award, Expertise.com noted our reputation for providing our clients with objectivity, professionalism, a balanced perspective, and money management advocacy.
Kathy Longo CFP®, CAP®, CDFA®, has been named one of Investopedia’s Top 100 Financial Advisors of 2022! She is committed to financial literacy and empowerment, and we could not be prouder that her efforts have received national recognition. Congratulations, Kathy! This is the sixth year for the Investopedia 100, which
The Jumpstart Coaching Lab focuses on helping you provide financial advice that will impact lives and change family trees. Kathy Longo joins Dominique Henderson, CFP on the ‘Conversations for Financial Professionals Podcast’ that is shaping the next generation of financial advice. Listen to the full episode here
We have some exciting news to share, and it wouldn’t be possible without each and every client who has chosen to put their trust in us on their journeys to financial and personal fulfillment. WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and we
Podcasts
Listen to Flourish Financially with Kathy Longo on your favorite streaming service
