At Prudent Financial Planning, we are dedicated to guiding you toward sound financial decisions. Let’s make your money work for you.

Pat Logue

CFP (Certified Financial Planner), CSLP (Certified Student Loan Professional)

Founder and Owner of PFP

Pat Logue is the founder of Prudent Financial Planning, a fee-only firm helping professionals and families eliminate debt, build wealth, and navigate investments and major life transitions with a clear long-term plan.

Jailin Vivanco

Paraplanner

Jailin Vivanco is a Paraplanner at Prudent Financial Planning, where she plays a key role in developing and maintaining comprehensive financial plans for clients. She is involved in a wide range of responsibilities, including preparing financial plans, building client budgets, organizing financial data, and supporting ongoing client communication.

Jailin works both behind the scenes and directly with clients, participating in meetings and helping ensure that each client’s financial plan is implemented accurately and efficiently. She collaborates closely with Pat to deliver a thoughtful and organized planning experience.

Background:

She graduated from Florida Gulf Coast University (FGCU) and has earned her paraplanner designation. Jailin is currently working toward becoming a CFP® (Certified Financial Planner) professional, continuing to expand her expertise and role within the firm.

Originally from Cuba, Jailin brings a strong work ethic and attention to detail to her role, helping support clients through various stages of their financial lives.

Outside of work Jailin enjoys spending time with family, spending time on the beach, and jet skiing.

PJ Logue

Client Service Associate

PJ Logue is a Client Service Associate at Prudent Financial Planning, where he supports the firm’s day-to-day operations and overall client experience. He assists with onboarding new clients, managing client communications, and maintaining organized financial information, including budgeting and administrative tasks.

Working primarily behind the scenes, PJ plays an important role in ensuring that client needs are handled efficiently and that the planning process runs smoothly. He also contributes to the firm’s social media presence and ongoing outreach efforts.

Background:

Originally from Naples, Florida, PJ began his professional career shortly after high school and has focused on gaining hands-on experience in the financial planning industry. He has a strong interest in investments and is actively working to expand his knowledge and grow within the field, with plans to pursue industry certifications in the future.

Outside of work, PJ enjoys staying active through weightlifting and fitness, and likes going to the beach.