Kathy Longo
6 Podcast Episodes
CFFP #48 - Tools to Uncover Your Client’s Money Story ft. Kathy Longo CFP®, CAP®, CDFA®
CFFP #48 - Tools to Uncover Your Client’s Money Story ft. Kathy Longo CFP®, CAP®, CDFA®
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next genera... Read more
2 Mar 2022
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35mins
Financial Flourishing with Kathy Longo
Financial Flourishing with Kathy Longo
On this show, we talked about how values fit into our financial success, how to determine yours, and the challenges and ... Read more
16 Mar 2020
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17mins
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Ep 145 – Flourish Financially with Kathy Longo
Ep 145 – Flourish Financially with Kathy Longo
On our second episode of Women's month, your host Matt Halloran welcomes Kathy Longo, CFP®, CAP®, CDFA to discuss her ne... Read more
7 Mar 2019
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22mins
Kathy Longo The Independent Woman
Kathy Longo The Independent Woman
Today we have Kathy Longo, she is a CFP, CAP, CDFA and author of Flourish Financially – Values, Transitions and Big Conv... Read more
18 Feb 2019
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20mins
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Ep 075: Walking Away From RIA Partnership To Scratch Your Own Entrepreneurial Itch with Kathy Longo
Ep 075: Walking Away From RIA Partnership To Scratch Your Own Entrepreneurial Itch with Kathy Longo
Kathy Longo is the president and founder of Flourish Wealth Management, an advisory firm in the Minneapolis area that ov... Read more
5 Jun 2018
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1hr 40mins
025: Kathy Longo on Starting a Business that Reflects Professional and Personal Passion
025: Kathy Longo on Starting a Business that Reflects Professional and Personal Passion
Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. After earning a degree in Fi... Read more
9 Mar 2018
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26mins
