Logan Green (CFP®)

Logan Green focuses in the
following client markets or areas of practice:
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
NAPFA Start Date
December 10, 2019