Bill Logue, RFC, CFP®
Certified Financial Planner at ClearFocus- Claim this Profile
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Bio
Joseph Torelli
Bill is a very conscientious, detail-oriented financial planner and advisor. He is an excellent listener and has never failed to provide advice and guidance with my life goals as his top priority. In the 14 years Bill has been my planner and advisor, he has never failed to present me with solutions that have met or exceeded my expectations. He is diligent with his research and extremely knowledgeable and well-versed in the dynamics of the ever-changing financial markets.
Joseph Torelli
Bill is a very conscientious, detail-oriented financial planner and advisor. He is an excellent listener and has never failed to provide advice and guidance with my life goals as his top priority. In the 14 years Bill has been my planner and advisor, he has never failed to present me with solutions that have met or exceeded my expectations. He is diligent with his research and extremely knowledgeable and well-versed in the dynamics of the ever-changing financial markets.
Joseph Torelli
Bill is a very conscientious, detail-oriented financial planner and advisor. He is an excellent listener and has never failed to provide advice and guidance with my life goals as his top priority. In the 14 years Bill has been my planner and advisor, he has never failed to present me with solutions that have met or exceeded my expectations. He is diligent with his research and extremely knowledgeable and well-versed in the dynamics of the ever-changing financial markets.
Joseph Torelli
Bill is a very conscientious, detail-oriented financial planner and advisor. He is an excellent listener and has never failed to provide advice and guidance with my life goals as his top priority. In the 14 years Bill has been my planner and advisor, he has never failed to present me with solutions that have met or exceeded my expectations. He is diligent with his research and extremely knowledgeable and well-versed in the dynamics of the ever-changing financial markets.
Credentials
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CFP
CFP Board -
RFC
International Association of Registered Financial Consultants
Experience
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ClearFocus
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United States
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Financial Services
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1 - 100 Employee
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Certified Financial Planner
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Jan 2009 - Present
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MortgageNOW Inc.
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Financial Services
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1 - 100 Employee
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Senior Loan Officer
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Mar 2007 - Present
Bill significantly shortens this process and determines the best loan options through the application of financial planning principles, resulting is a more pleasant application experience. Bill significantly shortens this process and determines the best loan options through the application of financial planning principles, resulting is a more pleasant application experience.
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American Education Foundation
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United States
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Instructor
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Jan 2006 - Present
Dedicated to improving financial literacy and the democratization of professional financial services. Dedicated to improving financial literacy and the democratization of professional financial services.
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Clear Focus, LLC
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United States
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Financial Services
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Business Owner and Consultant
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Feb 2009 - Dec 2017
Independent Business Planner for owners of small to medium sized businesses. Independent Business Planner for owners of small to medium sized businesses.
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Lincoln Financial Group
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United States
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Financial Services
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700 & Above Employee
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Financial Planner
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Nov 2003 - Jan 2009
-Established a highly productive financial planning practice -Established and maintained the highest producing AMEDF chapter associated with LFA Advisors -Assisted in the recruitment and training of new advisors to college financial planning and the AMEDF -Presidents' cabinet level production for 2004-2006 Exceed Million Dollar Round Table Production 2004-2005 -Established a highly productive financial planning practice -Established and maintained the highest producing AMEDF chapter associated with LFA Advisors -Assisted in the recruitment and training of new advisors to college financial planning and the AMEDF -Presidents' cabinet level production for 2004-2006 Exceed Million Dollar Round Table Production 2004-2005
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Financial Advisor
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Aug 1999 - Oct 2003
-Exceeded Million Dollar Round Table Production 1999 to 2003 -Highest production of all new advisors of the Veravest NJ frim -Highest new representative sales in the US for 2000 at Thrivent, Inc. -Ranked 2 out of 44 advisors for new products production in 2003 -Ranked 9 out of 44 advisors of the NJ firm in total yearly production -Executive and Leaders Club Qualifier 1999, 2000, 2001 -Exceeded Million Dollar Round Table Production 1999 to 2003 -Highest production of all new advisors of the Veravest NJ frim -Highest new representative sales in the US for 2000 at Thrivent, Inc. -Ranked 2 out of 44 advisors for new products production in 2003 -Ranked 9 out of 44 advisors of the NJ firm in total yearly production -Executive and Leaders Club Qualifier 1999, 2000, 2001
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Thrivent Financial
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United States
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Investment Management
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1 - 100 Employee
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Financial Advisor
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Jan 1997 - Aug 1999
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Education
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1982 - 1987
Drexel University
Bachelor of Science (B.S.), Business Administration and Management, General
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