Patrick  Logue,  CFP<sup>&reg;</sup> - Financial Advisor

Patrick Logue, CFP®

Financial Planner

Prudent Financial Planning

3510 Kraft Road, Suite 200
Naples, FL 34105
FINANCIAL ADVISOR'S WEBSITE
(239) 230-0395 CONNECT WITH Patrick
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General

Patrick Logue is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prudent Financial Planning in Naples, FL and the surrounding communities.

Financial Advisor Experience

Started my own RIA 3 years ago in an effort to make Financial Planning more accessible. I work with Young Professionals such as Doctors and Lawyers. You do not need a certain amount of assets to work with me. I am Fee-Only which means that I do not sell any products nor earn commissions. This removes many conflicts of interest that are inherent with many Financial Advisors. I am also a Certified Financial Planner (TM) which means that I am held to the highest Fiduciary Standards in the industry. This means that I must always act in my client's best interest. This is not the case for many individuals who hold themselves out as "Financial Advisors". I have a strong background in Student Loan Planning and how to tie it into your Retirement Planning. I am passionate about helping you get out of Debt and start Increasing your Net Worth.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Business Taxes, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Stocks & Bonds, Sudden Wealth, Personal Taxes

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