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Andy Flattery, CFP®

Specialties

  • Young Families
  • Pre-retirees
  • Oracle employees

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About Andy

Firm

Simple Wealth Planning

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 their three children around the yard. He is the creator and host of The Reformed Financial Advisor podcast.

Address*

1520 Clay Street, Suite H-18

North Kansas City, MO 64116

*Also, works virtually.

Phone

(816) 866-8347

Website

simplewealthkc.com

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.