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Logan Bolick, Cfa, Cfp® Email & Phone Number

Principal, Senior Wealth Advisor at Beacon Pointe
Location: Asheville, North Carolina, United States 2 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Beacon Pointe
Role
Principal, Senior Wealth Advisor
Location
Asheville, North Carolina, United States
Company size
186 employees

Who is Logan Bolick, Cfa, Cfp®? Overview

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Quick answer

Logan Bolick, Cfa, Cfp® is listed as Principal, Senior Wealth Advisor at Beacon Pointe, a with 186 employees, based in Asheville, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Logan Bolick, Cfa, Cfp®.

Logan Bolick, Cfa, Cfp® previously worked as Director of Research, Financial Advisor at Altavista Wealth Management, Inc.. Logan Bolick, Cfa, Cfp® holds Bachelor'S Degree, Business Administration With An Emphasis In Finance from University Of North Carolina At Chapel Hill.

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Email format at Beacon Pointe

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Beacon Pointe

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Profile bio

About Logan Bolick, Cfa, Cfp®

Logan Bolick, Cfa, Cfp® is a Principal, Senior Wealth Advisor at Beacon Pointe.

Current workplace

Logan Bolick, Cfa, Cfp®'s current company

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Beacon Pointe
Beacon Pointe
Principal, Senior Wealth Advisor
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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2 roles

Logan Bolick, Cfa, Cfp® work experience

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Principal, Senior Wealth Advisor

Current
Beacon Pointe

Asheville, North Carolina, United States

On February 1, 2022, Altavista Wealth Management joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.

Feb 2022 - Present
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

MA Matt Armistead, Cima®, Cfp® Matt Armistead, Cima®, Cfp® Colleague at Beacon PointeScottsdale, Arizona, United States View → PP Patrick Park Patrick Park Colleague at Beacon PointePhoenix, Arizona, United States View → RM Ryan Mcenerney Ryan Mcenerney Colleague at Beacon PointeGreater Phoenix Area, United States View → CB Connor Brown Connor Brown Colleague at Beacon PointeTempe, Arizona, United States View → LL Landen Lunsway, Cfp® Landen Lunsway, Cfp® Colleague at Beacon PointeScottsdale, Arizona, United States View → MW Michael Whittemore, Cfa, Cfp® Michael Whittemore, Cfa, Cfp® Colleague at Beacon PointeNew York, United States View → JA Jolene Avila Jolene Avila Colleague at Beacon PointePhoenix, Arizona, United States View → KC Kyle Charlton Kyle Charlton Colleague at Beacon PointeUnited States View → CR Cindy Randolph, Cpa Cindy Randolph, Cpa Colleague at Beacon PointeTustin, California, United States View → SB Steven Bright Steven Bright Colleague at Beacon PointeGreenville, South Carolina, United States View →
1 education record

Logan Bolick, Cfa, Cfp® education

FAQ

Frequently asked questions about Logan Bolick, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Logan Bolick, Cfa, Cfp® work for?

Logan Bolick, Cfa, Cfp® works for Beacon Pointe.

What is Logan Bolick, Cfa, Cfp®'s role at Beacon Pointe?

Logan Bolick, Cfa, Cfp® is listed as Principal, Senior Wealth Advisor at Beacon Pointe.

Where is Logan Bolick, Cfa, Cfp® based?

Logan Bolick, Cfa, Cfp® is based in Asheville, North Carolina, United States while working with Beacon Pointe.

What companies has Logan Bolick, Cfa, Cfp® worked for?

Logan Bolick, Cfa, Cfp® has worked for Beacon Pointe and Altavista Wealth Management, Inc..

Who are Logan Bolick, Cfa, Cfp®'s colleagues at Beacon Pointe?

Logan Bolick, Cfa, Cfp®'s colleagues at Beacon Pointe include Matt Armistead, Cima®, Cfp®, Patrick Park, Ryan Mcenerney, Connor Brown, and Landen Lunsway, Cfp®.

How can I contact Logan Bolick, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Logan Bolick, Cfa, Cfp® at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Logan Bolick, Cfa, Cfp® attend?

Logan Bolick, Cfa, Cfp® holds Bachelor'S Degree, Business Administration With An Emphasis In Finance from University Of North Carolina At Chapel Hill.

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