At Prudent Financial Planning, we specialize in advising elite professionals to achieve their financial goals, tackle debt, and build to maintain their wealth. Explore our solutions below!
Prudent Financial Planning
Pat Logue, CFP® (Certified Financial Planner™) & CSLP® (Certified Student Loan Professional)
Founder & Owner, Prudent Financial Planning LLC
Pat Logue is the founder of Prudent Financial Planning, a fee-only financial planning firm that helps professionals and families get out of debt, build wealth, and create a plan for long-term financial security. He works with clients across a variety of fields, including medical, legal, and business professionals, as well as individuals seeking guidance on managing investments, student loans, and major life transitions such becoming a widow or getting a divorce
My background:
He began his career in the financial services industry where he held the Series 7 license, later adding two years of tax preparation experience and achieving Level 3 Tax Pro status at H&R Block. Pat earned his CFP® designation in 2016 and his CSLP® in 2021. With over 20 years of experience in finance, he is passionate about helping clients and their families build a more secure financial future.
When he’s not working, Pat enjoys being outdoors running, biking, hiking, or swimming. He lives in sunny Naples, Florida, with his wife, Erin, and their two children.
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Our Office: 4500 Executive DriveSuite 110-4Naples, FL 34119