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portrait of Logan R Smith
FINANCIAL ADVISOR

Logan R Smith

AAMS™, CRPC™
15610 NE Woodinville-Duvall Rd, Suite 111, Woodinville, WA 98072opens in a new window
Accepting New Clients
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About Logan

While it is true that money cannot buy happiness, with a comprehensive financial strategy, money becomes a tool to create the life you envision. With planning for the important goals in your life, we can assess how and where your money will make the most impact for you and your family.

Growing up in different places around the world has shaped who I am today. I was born in California and moved to Singapore shortly after, where I spent most of my years growing up. I later moved to Hawaii and finished high school before heading back to California for college....

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • Business Retirement Plans
  • Special Needs Financial Considerations

Work History

  • Edward JonesDecember 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Pets
  • Snowboarding
  • Reading
  • Movies & Entertainment

Team Members

  • Debra Kestner
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(425) 486-6436

Fax

(877) 363-0870

Office Address

15610 NE Woodinville-Duvall Rd
Suite 111
Woodinville, WA 98072opens in a new window

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