In the News

Kathy Longo Among Group of Female Financial Planners to Ring in 25th Anniversary With $25,000 Donation

To Promote Women, Diversity in the Industry Wednesday, 07 October 2020

Kathy Longo Among Group of Female Financial Planners to Ring in 25th Anniversary With $25,000 Donation

“Finding true community in our industry – both through the Goddesses of Financial Planning and the FPA MN – has been invaluable as my business evolves,” said member Lauri Salverda, owner of Castle Rock Financial Planning. “With our donation to the Center for Financial Planning, our group hopes we can help aspiring planners find the same support as they begin their careers.”

Approximately 23% of certified financial planners in the U.S. are women and less than 3.5% are black or Latino. The Certified Financial Planner Board of Standards (CFP Board)’s Center for Financial Planning initiative is working to attract, onboard and train women and people from diverse communities to become the next generation of financial planners. 

Members of the Goddesses of Financial Planning include Dana Brewer and Kay Kramer of Birchwood Financial Partners, Cassidy Burns of WR Baird, Ellen Dubuque and Joan Rossi of Rossi Dubuque Breckenridge LLC, Echo Huang of Echo Wealth Management, Laura Kuntz of Laurel Wealth Planning, Kathy Longo of Flourish Wealth Management, Kelly Olson Pedersen of Caissa Wealth Strategies, Lauri Salverda of Castle Rock Financial Planning, Janet Stanzak of Financial Empowerment, Amy Jensen Wolf of AJW Financial, and Susan Zimmerman of Mindful Asset Planning. 

About the Financial Planning Association of Minnesota

fpa mn copy

The Financial Planning Association of Minnesota is a nonprofit organization that provides professional development, volunteering, and networking opportunities to financial service professionals. With more than 900 members, it is one of the largest Financial Planning Association chapters in the country and its members include CERTIFIED FINANCIAL PLANNING® professionals, educators, and students. For more information, visit

Related Articles

Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.

Contact Us

  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • FAX: 952.953.3310
Listen to the Flourish Financially Challenge on Your Favorite Streaming Service

Copyright © 2020 Flourish Wealth Management, Inc. All Rights Reserved. Powered by AdvisorFlex.