Andy Flattery, CFP®
Specialties
Young Families
Newlyweds
Pre-retirees
Cerner employees
Contact / Connect
Latest Blog Posts
About Andy
Firm
Bio
Andy Flattery is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning in North Kansas City, MO. He specializes in advising young and affluent families in the earlier stages of wealth building.
Previously, Andy was a Financial Advisor at two of the largest Financial institutions in North America, including BMO Wealth Management and RBC Wealth Management.
Andy enjoys playing (way too many) rec sports, trail running, guitar, and chasing his son Leo around the yard. He is the creator and host of The Reformed Financial Advisor – A Kansas City podcast.
Address*
1520 Clay Street, Suite H-18
North Kansas City, MO 64116
*Also, works virtually.
Phone
Website