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Flourish Financially: Values, Transitions, and Big Conversations

Kathy Longo is passionate about helping families, individuals, and women create insightful financial plans that take into consideration their unique values, emotions, and aspirations.

ABOUT

Kathy Longo, CFP®, CAP®, CDFA®

EXPERIENCED FINANCIAL ADVISOR | ENTREPRENEUR | AUTHOR | SPEAKER

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.

As a leader within her field, Kathy has garnered a vast array of honors and recognitions. Continually dedicated to professional self-improvement, she has earned several industry-leading certifications and stays relevant and innovative through both community involvement projects and her work on a variety of local and national boards. Throughout her career, she maintained a desire to start a company of her own, focused on delivering her expertise to a dedicated group of clients. Flourish Wealth Management embodies the fruition of that dream and builds off a vast foundation of insight and experience. 

Kathy has also recently made her debut as an author with the book Flourish Financially: Values, Transitions, and Big Conversations, which encourages a holistic and personalized approach to finance, discussing the fiscal and psychological aspects of big transitions and life events. Kathy prompts readers to reflect on their unique money story and advises on how to start productive conversations about money with those closest to them in order to create a plan that is best for everyone.

Kathy lives in Minneapolis with her husband, Jay Pluimer, and their three children, Madeline, Fernando and Grace.

Community Involvement

Serves on the Board of Directors for YWCA Minneapolis to eliminate racism and empower women and girls

Serves on Professional Advisor Committee for the Women's Foundation of Minnesota

Member of Women Presidents' Organization (WPO)

Member of Woman’s Club of Minneapolis

Served on the Executive Board of Directors for Common Hope for nine years and as Chair of the Board for seven of those years to help Guatemalan children and families find new opportunities through education

Served on the Board of the National Financial Planning Association and as President of the Minnesota Financial Planning Association

Served on the Professional Advisor Committee for the Minneapolis Foundation

Served on an advisory council with Purdue University

Awards

Kathy was named one of the "Top 100 Advisors of 2019" by Investopedia.

Kathy has received the “Five Star Wealth Manager Award” (2009, 2010, 2011, 2017, 2018, 2019, and 2020).

Kathy was recognized by Wealth Manager Magazine as one of the “Top 50 Women in Wealth Management” in 2009.

Kathy was recognized by Worth Magazine as “One of the Nation’s Top 250 Wealth Advisors” in 2008.

Kathy was awarded "Future Star of the Financial Planning Profession" by Financial Advisor Magazine in 2004.

In 2004, she also received the “Outstanding Professional Alumni Award” from Purdue University Consumer and Family Sciences School.

QUOTED AS A TRUSTED EXPERT IN MULTIPLE NATIONAL AND LOCAL PUBLICATIONS INCLUDING:

The Wall Street Journal, New York Times, Investopedia, Reader’s Digest, NASDAQ, Money Magazine, More®, Ladies Home Journal, USA TODAY, REAL SIMPLE, Bloomberg Wealth Manager, WalletHub, Investor’s Business Daily, the Star Tribune, St. Paul Pioneer Press, Chicago Tribune, Journal of Financial Planning, Financial Advisor, Investment News, and more.

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