Relationship Manager
Current
Wasatch Wealth
Jun 2018 - Present
AeroLeads people directory · profile
Logan Herzog, Cfp® Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Professional at Wasatch Wealth
at
Wasatch Wealth
1 work email found
@optconnect.com
1 phone found area 877
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Wasatch Wealth
Role
CERTIFIED FINANCIAL PLANNER™ Professional at Wasatch Wealth
Location
Layton, Utah, United States
Who is Logan Herzog, Cfp®? Overview
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Quick answer
Logan Herzog, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Professional at Wasatch Wealth at Wasatch Wealth, based in Layton, Utah, United States. AeroLeads shows a work email signal at optconnect.com, phone signal with area code 877, and a matched LinkedIn profile for Logan Herzog, Cfp®.
Logan Herzog, Cfp® previously worked as Relationship Manager at Wasatch Wealth and Business Development Sales Associate at Optconnect. Logan Herzog, Cfp® holds Bachelor’S Degree, Personal Financial Planning from Utah Valley University.
Company email context
Email format at Wasatch Wealth
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*@optconnect.com
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AeroLeads found 1 current-domain work email signal for Logan Herzog, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Logan Herzog, Cfp®
Logan is a CERTIFIED FINANCIAL PLANNER™ Professional at Wasatch Wealth. He focuses on providing wealth management solutions to business owners and successful families in the Wasatch Area. Logan helps clients address their five biggest concerns: preserving wealth, mitigating taxes, taking care of family, protecting assets and charitable giving.Successful business owners and families work with Logan to: - Develop and implement a comprehensive wealth management plan to help them reach their financial dreams. - Make smarter decisions in today’s uncertain political, economic and social environment. - Obtain an independent second opinion from a top financial advisor in their community. Office:533 West 2600 SouthSuite 210Bountiful, UT 84010(801) 295-7373Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.Wasatch Wealth is not a registred broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info Section."Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Listed skills include Sales Management, Customer Service, Account Management, Microsoft Office, and 6 others.
Current workplace
Logan Herzog, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wasatch Wealth
5 roles
Logan Herzog, Cfp® work experience
A career timeline built from the work history available for this profile.
Business Development Sales Associate
Jul 2016 - Jun 2018
Volunteer Proselyting Missionary
• Led, taught and motivated groups of representatives to produce a positive outcome• Planned, coordinated and provided effective, interactive training to large groups • Set long and short term goals and found ways to achieve them
Jun 2014 - Jun 2016
Fullfilment Specialist
• Followed specific order instructions to accurately measure, mark, and cut fabric• Restocked, and maintained inventory to ensure order fulfillment• Examined fabric pieces for compliance to quality standards before storage and shipping
Jan 2013 - Jun 2014
Golf Attendant
Valley View Golf Course
• Instrumental in building a strong customer base by providing professional interactions• Planned and conducted junior golf clinics; taught youth proper skills • Organized golf tournaments and helped arrange starting groups on busy weekends• Responsible for working on the range and assisting in regular cart maintenance
May 2012 - Jun 2014
2 education records
Logan Herzog, Cfp® education
Bachelor’S Degree, Personal Financial Planning
Associate’S Degree
FAQ
Frequently asked questions about Logan Herzog, Cfp®
Quick answers generated from the profile data available on this page.
What company does Logan Herzog, Cfp® work for?
Logan Herzog, Cfp® works for Wasatch Wealth.
What is Logan Herzog, Cfp®'s role at Wasatch Wealth?
Logan Herzog, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Professional at Wasatch Wealth at Wasatch Wealth.
What is Logan Herzog, Cfp®'s email address?
AeroLeads has found 1 work email signal at @optconnect.com for Logan Herzog, Cfp® at Wasatch Wealth.
What is Logan Herzog, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 877 for Logan Herzog, Cfp® at Wasatch Wealth.
Where is Logan Herzog, Cfp® based?
Logan Herzog, Cfp® is based in Layton, Utah, United States while working with Wasatch Wealth.
What companies has Logan Herzog, Cfp® worked for?
Logan Herzog, Cfp® has worked for Wasatch Wealth, Optconnect, The Church Of Jesus Christ Of Latter-Day Saints, Minky Couture Designer Blankets, and Valley View Golf Course.
How can I contact Logan Herzog, Cfp®?
You can use AeroLeads to view verified contact signals for Logan Herzog, Cfp® at Wasatch Wealth, including work email, phone, and LinkedIn data when available.
What schools did Logan Herzog, Cfp® attend?
Logan Herzog, Cfp® holds Bachelor’S Degree, Personal Financial Planning from Utah Valley University.
What skills is Logan Herzog, Cfp® known for?
Logan Herzog, Cfp® is listed with skills including Sales Management, Customer Service, Account Management, Microsoft Office, Leadership, Management, Microsoft Excel, and Direct Sales.
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