Wednesday, 17 April 2019
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.
Friday, 29 March 2019
"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!
Monday, 11 March 2019
On their second episode of Women’s month, Top Advisor Marketing host Matt Halloran welcomed Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations.
Thursday, 21 February 2019
We are very pleased to announce that for the fourth year in a row Flourish has been awarded as one of the top-rated financial advisors in Minnesota by AdvisoryHQ!
According to AdvisoryHQ the following are key factors that enabled Flourish Wealth Management to Rank as a Top Wealth Management Firm in Minneapolis:
Thursday, 31 January 2019
Kathy was recently quoted in the San Francisco Chronicle for Liz Weston's 5 divorce mistakes that can cost you. UPDATE: This story has been featured in many more publications including The New York Times, The Star Tribune, and CBS News!