Logan Mears, Cfp®
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Logan Mears, Cfp® Email & Phone Number

Financial Advisor helping 20-50 year old business owners and executives build and sustain wealth. at Valeo Financial Advisors LLC
Location: Carmel, Indiana, United States 5 work roles 1 school
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Current company
Valeo Financial Advisors LLC
Role
Financial Advisor helping 20-50 year old business owners and executives build and sustain wealth.
Location
Carmel, Indiana, United States

Who is Logan Mears, Cfp®? Overview

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Quick answer

Logan Mears, Cfp® is listed as Financial Advisor helping 20-50 year old business owners and executives build and sustain wealth. at Valeo Financial Advisors LLC, based in Carmel, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Logan Mears, Cfp®.

Logan Mears, Cfp® previously worked as Financial Advisor at Valeo Financial Advisors Llc and Financial Advisor at Brunette & Associates Llc. Logan Mears, Cfp® holds Bachelor'S Degree, Finance And Management from Kelley School Of Business Indianapolis.

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Email format at Valeo Financial Advisors LLC

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Valeo Financial Advisors LLC

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Profile bio

About Logan Mears, Cfp®

My name is Logan Mears. I am a financial advisor working with entrepreneurs and executives. My mission is to partner with individuals and their families to empower them to make informed financial decisions. It is widely recognized that personal financial education is deficient in our society. Throughout one's academic and professional journey, there remains a notable scarcity of resources for making informed financial decisions.The financial services industry is notorious for leveraging the lack of financial education to sell products, create complex fee structures, and not align with their clients. I partner with and educate you and your family while having aligned interests, a transparent fee, and no product sales. As life continues to get busier, you likely do not have the time to learn about cash optimization, taxes, investing, estate planning, etc. and it is time to partner with an advisor aligned with you.

Listed skills include Leadership, Microsoft Office, Teamwork, Data Analysis, and 1 others.

Current workplace

Logan Mears, Cfp®'s current company

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Valeo Financial Advisors LLC
Valeo Financial Advisors Llc
Financial Advisor helping 20-50 year old business owners and executives build and sustain wealth.
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5 roles

Logan Mears, Cfp® work experience

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Accounting Intern

Somerset Cpas And Advisors
Jan 2020 - Apr 2020
1 education record

Logan Mears, Cfp® education

  • Kelley School Of Business Indianapolis
    Kelley School Of Business Indianapolis
    Finance And Management
FAQ

Frequently asked questions about Logan Mears, Cfp®

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What company does Logan Mears, Cfp® work for?

Logan Mears, Cfp® works for Valeo Financial Advisors LLC.

What is Logan Mears, Cfp®'s role at Valeo Financial Advisors LLC?

Logan Mears, Cfp® is listed as Financial Advisor helping 20-50 year old business owners and executives build and sustain wealth. at Valeo Financial Advisors LLC.

Where is Logan Mears, Cfp® based?

Logan Mears, Cfp® is based in Carmel, Indiana, United States while working with Valeo Financial Advisors LLC.

What companies has Logan Mears, Cfp® worked for?

Logan Mears, Cfp® has worked for Valeo Financial Advisors Llc, Brunette & Associates Llc, Northwestern Mutual, Indiana University–Purdue University Indianapolis, and Somerset Cpas And Advisors.

How can I contact Logan Mears, Cfp®?

You can use AeroLeads to view verified contact signals for Logan Mears, Cfp® at Valeo Financial Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Logan Mears, Cfp® attend?

Logan Mears, Cfp® holds Bachelor'S Degree, Finance And Management from Kelley School Of Business Indianapolis.

What skills is Logan Mears, Cfp® known for?

Logan Mears, Cfp® is listed with skills including Leadership, Microsoft Office, Teamwork, Data Analysis, and Communication.

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