Logan Smith, Financial Advisor located in Woodinville, WA

Financial Advisor
Logan R Smith

AAMS®, CRPC™
15610 NE Woodinville-Duvall Rd, Suite 111, Woodinville, WA 98072opens in a new window
Client by Referral
Serving clients with $500,000 plus
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Charitable Giving
  • Retirement Income Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Pets
  • Snowboarding
  • Reading
  • Traveling

Team Members

  • Debra Kestner
    Branch Office Administrator
    FPQP®

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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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