Kathy Longo

Founder, Flourish Wealth Management

Kathy Longo, CFP(R), CAP(R), CDFA, brings over twenty-five years of expertise and experience to her practice, Flourish Wealth Management, of which she is the founder and president.

About

With extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner, Kathy has garnered a vast array of honors and recognitions, including the Five Star Wealth Management Award five years over, as well as being named one of the Top 50 Women in Wealth Management from Wealth Manager Magazine.

Kathy is dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She lives in Minneapolis with her husband, Jay Pluimer, and their three children, Madeline, Fernando, and Grace.

Published Book

Flourish Financially

Values, Transitions, & Big Conversations

Money is about much more than dollars and cents. It’s about our family, it’s about our first experiences with money, it’s about our life values, and it’s about the conversations we do or do not have with the people who influence our saving, investing, sharing, and spending. Unfortunately, most wealth…

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