CSLP Program - Student Loan Advisor Training
$0 0

Cart

No products in the cart.

Advisor Detail

Robert Dowd

Robert Dowd

Designation: CFP®,EA,MSTFP
Languages: English
We are a virtual, flat-fee financial planning firm working with clients to organize their financial situation, understand their values, and set priorities that are unique to their situation.

Contact Information

3571 Mustang Ridge Lane
Business Phone:
832-543-8890
City: Pearland
State: TX
Zipcode: 77584
Business Name:
Bullogic Wealth Management

Business Information

Cash flow is one of the main issues people try to manage on a daily basis. Our first priority is to simplify household cash flow, which promotes a goal-focused system that is easier than budgeting and tracking expenses. This helps answer the question of ‘where does my money go?’

 

After identifying and solving the cash flow issues, we focus on paying yourself first and implementing an automatic savings strategy to accomplish your specific short–, mid-, and long-term goals.

After completing the financial plan, we focus on other areas of your finances. Every month, we will target a different area (cash flow, debt, tax planning, net worth review, etc.) of your finances so we can improve your overall financial well-being.

At the end of the month, you will receive a report with our analysis, your score, your peer score, and action items to improve in that area.

We are here whenever you need us. Our phone, email, and office are always open. We welcome scheduling more meetings throughout the year.

Disclaimer:
Focus Areas:
Student loans, Comprehensive financial planning, Budget & debt management, Investment management, Estate planning, Retirement planning, Insurance, Personal Taxes, Business related (partnerships, etc)
License 1:
CFP 281595
License 2:
EA P02405350
Fees:
Flat Fee
CSLP Issue:
January 22, 2020
CSLP Exp:
January 22, 2027

© 2016-2026 CSLA Institute Board of Standards. All Rights Reserved.

McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

We often send out our newsletter with news and great offers. We will never disclose your data to third parties and you can unsubscribe from the newsletter at any time.

Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.

You can create a new account at the end of the order process or on the following page. You can view all of your orders and subscriptions in your customer account. You can also change your addresses and your password.

No, you don’t have to create an account. But there are a few advantages if you create an account.

  • You never have to enter your billing and shipping address again

  • Find all of your orders, subscriptions and addresses in your account

  • Download invoices of your orders

No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.

From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.

Tab Content

This is a basic text element.

Tab Content

This is a basic text element.