Guest Profile

Kathy Longo


Kathy Longo, CFP®, CAP®, CDFA®

Founder, Flourish Wealth Management®

Kathy Longo is the President and Founder of Flourish Wealth Management®. She is also the host of the Flourish Financially Challenge Mini-cast. Kathy is also the author of the book, Flourish Financially: Values, Transitions, and Big Conversations. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois. She has worked with notable firms in Chicago and Minneapolis. Now she brings more than 25 years of experience, working directly with clients, to Flourish Wealth Managment.


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Appears in these Episodes

After first appearing as a solo guest in Episode 313, Kathy Longo returned to PlanStrongerTV™ as a member of the Panel of CERTIFIED FINANCIAL PLANNER™ Professionals.:


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