16 Sep Spotlight on Kathy Longo
Kathy Longo, CFP®, CAP®, CDFA®
President & Founder
Flourish Wealth Management
Quick 10!
#1 Tell us a bit about your business.
I am the President and Founder of Flourish Wealth Management, an independent RIA firm based in Edina, Minnesota. Our niche is working with women and their families through times of transition, including divorce, retirement, and legacy planning. We focus on aligning financial decisions with personal values to help clients live more fulfilling lives.
#2 What is the most rewarding part of being a financial advisor?
The most rewarding part of this profession is the privilege of walking alongside clients during some of life’s biggest transitions. It’s about more than numbers; it’s about helping people find clarity, confidence, and even joy in their financial journey. Seeing a client light up when they realize they can retire on their own terms, send a child to college, or give generously to a cause they care about is incredibly fulfilling.
#3 What is the most challenging part?
One of the most challenging aspects is navigating the constant change, whether in markets, regulations, or client circumstances. Staying agile while keeping clients grounded and focused on their long-term goals requires both technical expertise and emotional resilience.
#4 Knowing what you know now, what career advice would you give your younger self?
I would tell my younger self to trust the process, embrace change, and not be afraid to chart my own path. The moments of uncertainty often open the door to the greatest opportunities so take risks, believe in yourself, and know that growth comes from stepping outside of your comfort zone.
#5 What is one idea to further move the needle in attracting, retaining and advancing more women in financial advising?
We need more intentional mentorship and sponsorship programs like Women’s Leadership Alliance that not only welcome women into the profession but also provide clear pathways for leadership and ownership. Representation matters, and women seeing other women succeed creates a powerful ripple effect.
#6 What is one of your superpowers that has nothing to do with wealth management?
My superpower is curiosity, always asking questions, always learning, and always looking for new ways to grow.
#7 What’s one of your non-negotiable self-care practices?
Movement is a non-negotiable self-care practice, whether it’s walking, yoga, or dance. Right now, I am learning tap dance. Staying active clears my mind, reduces stress, and keeps me energized for my work and family.
#8 Who is a woman who has had an important impact on your life or career?
My first boss, Carol Pankros, who owned a small financial planning firm showed me the true impact of this profession, balancing a meaningful career with motherhood and community service. Her example inspired me to pursue financial planning with purpose and heart.
#9 What are three of your all-time favorite books?
The Prophet by Kahlil Gibran: a timeless collection of wisdom that offers guidance for nearly every stage of life. When Things Fall Apart by Pema Chödrön: insights on resilience, compassion, and navigating life’s transitions. I also like a good historical romance or biography.
#10 If your life were a movie, what would the title be?
“The Flourish Effect: Charting My Own Path”