Andy Flattery, CFP

I create customized Wealth Plans for a simple fee

Address

1520 Clay Street Suite H-18
North Kansas City, MO
64116

Telephone

Website

http://www.simplewealthkc.com/

Alerts

Be the first to know and let us send you an email when Andy Flattery, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Andy Flattery, CFP:

Shortcuts

My Story

I am a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning in North Kansas City, MO.

I specialize in advising young and affluent families in the earlier stages of wealth accumulation.

Previously, I cut my teeth as a Financial Advisor at two of the largest Financial institutions in North America, including BMO Wealth Management and RBC Wealth Management.

In my spare time, I enjoy playing way too many rec sports, trail running, guitar, and chasing my son around the yard. My wife Genevra and I are parishioners at St. Andrew the Apostle Catholic Parish in Gladstone, MO.I believe a great relationship + expert guidance leads = clarity. Let’s talk.