Andy Flattery, CFP®
Simple Wealth Planning
Biography
Andrew Flattery, CFP® is the Owner and Financial Advisor at Simple Wealth Planning based in North Kansas City, MO. He is the host of The Reformed Financial Advisor podcast.
Flattery specializes in advising young and affluent families in the earlier stages of wealth accumulation.
Andrew’s previous industry experience includes working at BMO Wealth Management and RBC Wealth Management.
In his spare time, Andrew enjoys playing way too many rec sports, trail running, guitar, and is a parishioner at St. Andrew the Apostle Catholic Parish.
Schedule A Call
Website
Phone
816-866-8347
Address
1520 Clay Street Suite H-18 North Kansas City, MO 64116
Specialties:
CFP, Bitcoin, Retirement Planning, Newlyweds, Young Families, Investment Management, Wealth Building
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