Kathy Longo (CAP, CDFA, CFP®)

Kathy Longo focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Women's Financial Planning Issues

Planning Specialties

Ms. Longo is a CERTIFIED FINANCIAL PLANNER practitioner and a Chartered Advisor in Philanthropy. She earned her BS in Financial Planning and Counseling from Purdue University. Ms. Longo has served on the Board of the National Financial Planning Association and as President of the Minnesota Financial Planning Association, the membership organization for the financial planning community. She currently serves as the Chairperson for Common Hope’s Executive Board of Directors to help provide Guatemalan children and families with choices and opportunities, the Board of Directors for YWCA Minneapolis to eliminate racism and empower women and girls and on the Professional Advisor Committee for the Women's Foundation.

NAPFA Start Date

February 25, 2008


This Office

3300 Edinborough Way Ste 420 Edina, MN 55435-5960 Phone: (952) 392-4474