Logan Dunbar
Financial Advisor
Contact Logan
Team Office
Logan’s Locations
Walnut Creek, CA 94596 (925) 658-5500
About Logan
Logan brings experience from top firms in the industry, having previously worked at Merrill Lynch on the advisory side and as a financial advisor consultant at Nuveen, to his current position as a financial advisor at Wealth Enhancement. With a blend of advisory and institutional experience, he has a deep understanding of both investment strategy and client-centric planning. Logan partners with individuals and families to build, manage and protect their wealth. He helps clients clarify their financial goals and creates customized strategies that support every stage of life — from building assets — to planning for retirement and leaving a legacy.
In his free time, Logan enjoys fishing, lacrosse, skiing and cooking. He lives in Walnut Creek, California.
Education
- BA – Business, Saint Mary’s College of California
- MBA – International Business, Saint Mary’s College of California
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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