Prudent Financial Planning

Pat Logue CFP®, CSLP®

I am Pat Logue, Certified Financial Planner™, Certified Student Loan Professional and I am the founder and owner of Prudent Financial Planning LLC. We provide comprehensive fee-only financial planning services for Associate Optometrists, Practice Owners, and Sub-Lease Holders who want to get out of debt and make their money work for them.

My background:

Pat's career began at the Chicago Board Options Exchange where he held the Series 7 license. He has 2 years of tax preparation experience and advanced to a Level 3 Tax Pro at H&R Block. He also holds the FL 2-15 Health and Life Insurance License, but does not sell any products or earn commissions. He earned the CFP designation in 2016 and the CSLP in 2021. Pat has worked with clients in multiple states with net worths ranging from -$500,000 to $50 Million. He is passionate about helping you and your family build a more secure financial future. 

When Pat is not working, you will find him outside running, biking, hiking, or swimming. He lives in sunny Naples, FL with his wife, Erin and two teenage kids. 

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Our Office — Venture X
4850 Tamiami Trail N, Suite 301 Naples, FL 34103