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.
TMHFW Episode #117 "How To Flourish Financially: Using Your Values and Money To Find Fulfillment" With Kathy Longo, CFP®, CAP®, CDFA®
We are Proud to Announce our Rating as a Top Financial Advisor in Minneapolis
Two years ago, we set out to try something new: podcasting! We’re so grateful for the support that both Flourish Financially and Flourish Insights have received, and we are thrilled to be celebrating the two-year anniversaries of both shows.
Kathy Longo CFP®, CAP®, CDFA® has been officially selected by Investopedia as one of their top 100 Financial Advisors of 2022!
