Conversations for Financial Professionals Podcast
Kathy Longo on the 'Conversations for Financial Professionals Podcast'Kathy Longo, CFP®, CAP®, CDFA Thursday, 03 March 2022
The Jumpstart Coaching Lab focuses on helping you provide financial advice that will impact lives and change family trees. Kathy Longo joins Dominique Henderson, CFP on the 'Conversations for Financial Professionals Podcast' that is shaping the next generation of financial advice.
About the Author
Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.