Ryan A. Logan, CFP®, CFBS®, ChFC®, CLU®

Ryan A. Logan, CFP®, CFBS®, ChFC®, CLU®

President

Ryan Logan's mission is to help his clients build financial independence. As a CFP® and Certified Family Business Specialist®, Ryan partners with a team of advisors including CPAs, Business and Tax Attorneys, and Business Consultants, who design custom-tailored wealth-building strategies for successful Business Owners, Executives, and Entrepreneurs.

 

Phone 949.444.5059
Mobile Phone 714.584.0222