Nathan R. Logan

Financial Advisor

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Nathan R. Logan

MY MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

My Story and Services

Welcome

Nathan joined Morgan Stanley in February 2008 as a Client Service Associate.  While a Client Service Associate he earned his security licenses, Series 7 & 66.  His primary role as a Client Service Associate was to assist more than 500 clients with their day to day needs.  

 As a lifelong learner, Nathan felt it was important to further his understanding of portfolio construction and risk management.  In 2011 he successfully completed the Consulting Group Analyst training program where he learned the science of portfolio construction and asset allocation.  

In August 2012, Nathan decided it was time to take his career to the next level as a Financial Advisor.  Nathan’s previous experience has helped develop a Process Based Wealth Management philosophy and Service Model.  He works closely with his clients to develop long term relationships built on trust, understanding and meeting the needs of his clientele.  When asked about success, Nathan had this to say, “My client’s success is my success.  If my clients succeed in reaching their financial goals, I will have done my job and succeeded as their Financial Advisor.”

Nathan graduated from the University of La Verne in 2008 with a BS degree in Business with a Finance concentration.  While at ULV, he was a 4 year letterman on the Leopards Golf team.  He was a part of 3 NCAA Championship team appearances culminating with a 2nd place finish in his senior season.  On an individual basis he earned 2 All-American awards as well as 2 Academic All-American awards.  

Nathan is still an avid golfer, but spends most of his time with his family, friends and giving back to the community.  He serves as a Volunteer to the German Shepard Rescue of Orange County and as a Volunteer to Covina Rotary’s annual Field of Valor; honoring the Men and Women who serve in the United States Military.

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Services Include

  • Wealth Management
  • Financial Planning
  • Professional Portfolio Management
  • Sustainable Investing
  • Municipal Bonds
  • Trust Accounts
  • 401(k) Rollovers
  • Qualified Retirement Plans
  • Endowments and Foundations
  • 529 Plans
  • Annuities
  • Certificates of Deposit
  • Fixed Income
  • Life Insurance
  • Long Term Care Insurance

Securities Agent: AZ, CA, CO, DC, FL, HI, MO, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative

NMLS#: 1261928


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Education

Education

  • University of La Verne, BS Business Finance
  • Series 7 Licensed
  • Series 66 Licensed
  • CA Insurance License #0I23613

Associations

Associations

  • University of La Verne Business Alumni Association
  • Rotary International
  • German Shepard Rescue Orange County (Volunteer)

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Ready to start a conversation? Contact Nathan R. Logan today.

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