Patrick Logue, CSLP
Patrick Logue
Designation: CFP®, CSLP®
Languages: English
I am a CFP® professional, and a CSLP®. I have seen firsthand the impact that debt can have from a financial and emotional perspective. I want to share my financial knowledge and help others achieve financial freedom.

Business Information

I am the founder of Prudent Financial Planning, an RIA providing comprehensive fee-only financial planning services for young professionals who want to get out of debt and put their money to work for them. I contributed to the Student Loan sections of the CARES Act that reduced payments to $0 on all eligible Federal Student Loans, reduced interest rates to 0%, and allowed for Tax-Free Student Loan assistance from employers. I also advocated for additional Student Loan Benefits. I am also a member of the National Association of Personal Financial Planners, the Fee-Only Network, and the XY Planning Network. I served as the 2017 Vice-President for the Financial Planning Association of Southwest Florida. I have been working Pro-Bono with Cancer Patients ever since losing my mom to Lung Cancer in 2019.

I am a CFP® professional, and a Certified Student Loan ProfessionalI am the founder of Prudent Financial Planning, an RIA providing comprehensive fee-only financial planning services for young professionals who want to get out of debt and put their money to work for them. I contributed to the Student Loan sections of the CARES Act that reduced payments to $0 on all eligible Federal Student Loans, reduced interest rates to 0%, and allowed for Tax-Free Student Loan assistance from employers. I also advocated for additional Student Loan Benefits. I am also a member of the National Association of Personal Financial Planners, the Fee-Only Network, and the XY Planning Network. I served as the 2017 Vice-President for the Financial Planning Association of Southwest Florida. I have been working Pro-Bono with Cancer Patients ever since losing my mom to Lung Cancer in 2019.

I am a CFP® professional, and a Certified Student Loan Professional (CSLP®) I have seen firsthand the impact that debt can have from a financial and emotional perspective. I want to share my financial knowledge and help others achieve financial freedom. I am disrupting the financial planning industry by working with clients who don’t meet standard account minimums which can range from $500,000 to $2,000,000 at some firms.

Prior to starting Prudent Financial Planning, I worked in the Financial Services Industry for over 15 years. I graduated from Governor’s State University with a BS in Multi-Disciplinary Studies and a minor in Finance.. I have seen firsthand the impact that debt can have from a financial and emotional perspective. I want to share my financial knowledge and help others achieve financial freedom. I am disrupting the financial planning industry by working with clients who don’t meet standard account minimums which can range from $500,000 to $2,000,000 at some firms.

Prior to starting Prudent Financial Planning, I worked in the Financial Services Industry for over 15 years. I graduated from Governor’s State University with a BS in Multi-Disciplinary Studies and a minor in Finance.

Business name: Prudent Financial Planning
Email: pat22@prudentfinancialplan.com
Business phone: 239-230-0395
Focus areas: Student loans, Comprehensive financial planning, Business related (partnerships, etc), Personal Taxes, Investment management, Budget & debt management, Retirement planning, Insurance
License: 458 9561
Other license: CFP 250406

Disclaimer

Disclaimer: Prudent Financial Planning LLC (“PFP]”) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Address

4850 Tamiami Trail N, Suite 301
City: Naples
State: FL
Zipcode: 34103

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