Andy Flattery
- Role
- Flattery Wealth Management
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Andy Flattery
I started Flattery Wealth Management in 2018 to help young families in Kansas City like…
Experience
Present
Education
Iowa State University - Ivy College of Business
Bachelor's, Management, Marketing
2003 — 2007
College for Financial Planning
Master of Science (M.S.), Personal Financial Planning
2017 — 2019
Skills
- Tactical Asset Allocation
- Roth Ira
- Simple Ira
- Alternative Investments
- Life Insurance
- Finance
- Investments
- Consumer Debt
- Sales Management
- Equities
- 401k Rollovers
- Debt Consolidation
- Holistic Financial Planning
- Retirement Planning
- Wealth Management
- Widows
- Marketing Strategy
- Asset Allocation
- Sep Ira
- Managed Money
- Entrepreneurship
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