Patrick Logue (CFP®)

Patrick Logue focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Millennials

Planning Specialties

Patrick Logue, CFP® professional is a member of the National Association of Personal Financial Planners (NAPFA), Financial Planning Association (FPA), XYPN,  and Fee-Only-Network (FON).  He has passed the Capstone College Partners course in College Planning along with Heather Jarvis' course in Student Loan Planning.  He is a fee-only Financial Advisor.  This means that he does not sell products or charge commissions.  Rather, his fee schedule aligns his goals with the goals of his clients.  This enables him to provide objective financial planning advice and eliminates a conflict of interest.

Additional Information

Pat enjoys competing in endurance sports. He has competed in numerous 5k's, 10k's, half-marathons, 2 marathons, dozens of triathlons from Sprint distance up to Half-Ironman, completed 2 Tough Mudders, 1 Muddy Buddy, a 60-mile running relay race, a 150-mile bike trek, Cycling Criteriums, and more.

In addition to training for races, Pat enjoys hiking, running, biking, swimming, coaching, and spending time with his wife, Erin and their 2 children.

NAPFA Start Date

November 20, 2017

Submit
Submit

This Office

3510 Kraft Road Suite 200 Naples, FL 34105 Phone: (239) 230-0395