In the News

Flourish Webinar Recording: Market Perspectives (Coronavirus Edition)

Tuesday, 17 March 2020

Kathy Longo (Founder and Principal) and Jay Pluimer (Director of Investments) hosted a live client webinar on Tuesday, March 17th to share their perspectives about impacts on the financial and investment environment from Coronavirus. A link to the recording is included below which includes both the audio and the visuals from the webinar. Unfortunately, due to a technology glitch, the introduction to the presentation wasn’t included in the video. 

Kathy Longo Featured on the Money Savage Podcast

Tuesday, 17 March 2020

Kathy Longo Featured on the Money Savage Podcast

Kathy Longo recently sat down with George Grombacher of the Money Savage podcast to discuss how values fit into financial success, how to determine yours, and the challenges and opportunities associated with life’s transitions. 

Kathy Longo Named One of Investopedia's Top 100 Financial Advisors

Friday, 02 August 2019

Kathy Longo Named One of Investopedia's Top 100  Financial Advisors

Kathy Longo CFP®, CAP®, CDFA® has been officially selected by Investopedia as one of their top 100 Financial Advisors of 2019! 

This is the third year for the Investopedia 100 which celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management, influence the practice of financial advice, and help educate millions of investors. 

Join Kathy Longo for the FPA Journal in the Round Series

Friday, 26 July 2019

Join Kathy Longo for the FPA Journal in the Round Series

Join Kathy Longo for the FPA Journal in the Round online roundtable and interactive discussion!

July 31, 2019
2:00 PM Eastern
(1:00 PM Central, 12:00 PM Mountain, 11:00 AM Pacific)

In this month’s program, July Journal for Financial Planning contributor, Taylor Schulte, CFP, will discuss how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP, who are featured in his article, to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan.

 

Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.

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