Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area. Before launching Flourish in 2014, Kathy worked as a wealth manager, financial planner, and firm manager at companies of varying sizes in both Chicago and Minneapolis.
She holds a bachelor’s degree in financial planning and counseling from Purdue University, where she also completed courses in communication and psychology to better understand the emotional factors that drive financial decisions. Kathy lives in Minneapolis with her husband, Jay, and their three children, Madeline, Fernando, and Grace.