In the News

Flourish Wealth Management is a sponsor of Common Hope's Noche De Colores | The Biggest Graduation Party of the Year on May 16!

Thursday, 02 May 2019

Flourish Wealth Management is a sponsor of Common Hope's Noche De Colores | The Biggest Graduation Party of the Year on May 16!

For the third year in a row Flourish Wealth is sponsoring this exciting celebration that benefits Common Hope. Noche de Colores is an event that celebrates students graduating this year who have benefitted from the programs at Common Hope.  

This event is so fun and contributes to a wonderful cause. To learn more, register or donate visit: https://www.commonhope.org/events/noche-de-colores-2019/  

Kathy Longo and Michele Lenz featured on the You're a Financial Planner, Now What? Podcast

Friday, 19 April 2019

Kathy Longo and Michele Lenz featured on the You're a Financial Planner, Now What? Podcast

Kathy Longo and Michele Lenz had a great time speaking to Matt Fizell over at the You're a Financial Planner, Now What? Podcast about how to integrate and flourish in a financial planning firm. This is a great episode for anyone looking to scale a firm, build a career path, or who is interested in growing their career as a planner into a future firm partner.

Congratulations to Nicole Swanson for earning the CFP® designation!

Wednesday, 17 April 2019

Congratulations to Nicole Swanson for earning the CFP® designation!

Nicole Swanson joined the team at Flourish Wealth Management in October 2018 as Wealth Manager, working to directly support clients as they build long-term plans for the future. She graduated from the University of Wisconsin Madison with a Bachelor of Science in Personal Finance. Nicole has remained dedicated to growing her financial planning knowledge and developing tools to support our clients. It is an impressive accomplishment to become a CFP® practitioner, adds a lot of value to our team, and we want to share some of Nicole’s journey.

Kathy Longo featured on Worth | The Investment Gap

Friday, 29 March 2019

Kathy Longo featured on Worth | The Investment Gap
"From pay disparity to finding the right financial advisor, women face distinctive challenges when it comes to maintaining and building wealth. And sometimes the biggest hurdle is internal. So what’s a woman to do? Start planning."

- Sarah Max

Kathy Longo, CFP®, CAP®, CDFA® was recently asked by Worth to share her expertise on ways in which finding the right financial advisor can help women at all stages of their lives and careers build wealth. Especially in the face of issues like wage discrepancy, and a lack of financial confidence. Check out the full article for tips you can use in your 20s, 30s, 40s, 50s, 60s and beyond!

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