Flourish Wealth Management Listed as One of the Best Financial Advisors in Minneapolis
Thursday, 01 June 2023
Expertise.com has listed Flourish Wealth Management as one of the best financial advisory firms in Minneapolis for 2023!
Expertise.com has listed Flourish Wealth Management as one of the best financial advisory firms in Minneapolis for 2023!
Flourish Wealth Management has been officially selected by USA Today as one of the Best Financial Advisory Firms of 2023!
While women control some $10 trillion in assets at the moment, the financial advisory industry remains dominated by men. A byproduct of this is that many women feel ignored – or worse, patronized – when meeting with financial professionals. Kathy Longo addresses this issue and related financial planning tips for women in this recent feature article from Worth.
I recently had the pleasure of joining Travis Parry on his podcast, The Balanced Growth Show, where we discussed balancing the work of a successful financial advisor with family obligations and a life outside of the office. Working with Travis on this episode was a true pleasure, and I'm excited to share it with you. Check out the video of our conversation below, or listen to it here. Let's grow and thrive together!
Jay Pluimer earned the CFA Institute Certificate in ESG Investing! He has learned how to analyze and integrate ESG factors into his role as an investment professional.
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