Kathy Longo Email & Phone Number
President and Founder @ Flourish Wealth Management®
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Kathy Longo Location
- Minneapolis, MN, US
Kathy Longo Work
- President and Founder @ (April 2014 - Present)
- Host of the Flourish Financially Podcast @ (July 2020 - Present)
- Senior Principal and Shareholder @ (January 2001 - April 2014)
- Lead Client Advisor @ Family Financial Strategies (January 1997 - January 2000)
- Retirement Plan Advisor @ Ameriprise Financial Services, Inc. (January 1996 - January 1997)
- Financial Planner @ (January 1995 - January 1996)
- Financial Planner @ (January 1994 - January 1995)
- Financial Planner @ CCP Financial Planning Services, Inc. (January 1992 - January 1993)
Kathy Longo Education
- Purdue University
BS (Financial Planning and Counseling)
1988-1992
Kathy Longo Skills
- Estate Planning
- Wealth Management
- Retirement Planning
- Wealth
- Management
- Investment Advisory
- Financial Goals
- Financial Advisory
- Asset Allocation
- Financial Services
- Finance
- Asset Management
- Retirement
- Strategic Planning
- Strategic Financial Planning
- Insurance
- CRM
- Tax
- Financial Planners
- Leadership
- Investments
- Certified Financial Planner
- Investment Management
- Portfolio Management
- Certified Financial
- Microsoft Office
- Entrepreneurship
- Customer Service
- Project Planning
- Strategic Financial
- Services
- Networking
Kathy Longo Summary
- Kathy Longo, based in Minneapolis, MN, US, is currently a President and Founder at Flourish Wealth Management®. Kathy Longo brings experience from previous roles at Flourish Wealth Management®, Accredited Investors Inc., Family Financial Strategies and Ameriprise Financial Services, Inc.. Kathy Longo holds a 1988 - 1992 BS in Financial Planning and Counseling @ Purdue University. With a robust skill set that includes Estate Planning, Wealth Management, Retirement Planning, Wealth, Management and more. Kathy Longo has 3 emails and 5 mobile phone numbers on RocketReach.
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