At Prudent Financial Planning, we are dedicated to guiding you toward sound financial decisions. Let’s make your money work for you.

Pat Logue

CFP (Certified Financial Planner), CSLP (Certified Student Loan Professional)

Founder and Owner of PFP

Pat Logue is the founder of Prudent Financial Planning, a fee-only financial planning firm that helps professionals and families get out of debt, build wealth, and create a plan for long-term financial security. He works with clients across a variety of fields, including medical, legal, and business professionals, as well as individuals seeking guidance on managing investments, student loans, and major life transitions such as becoming a widow or getting a divorce.

Background:

He began his career in the financial services industry where he held the Series 7 license, later adding two years of tax preparation experience and achieving Level 3 Tax Pro status at H&R Block. Pat earned his CFP® designation in 2016 and his CSLP® in 2021. With over 20 years of experience in finance, he is passionate about helping clients and their families build a more secure financial future.

When he’s not working, Pat enjoys being outdoors running, biking, hiking, or swimming. He lives in sunny Naples, Florida, with his wife, Erin, and their two children.

Jailin Vivanco

Paraplanner

Jailin Vivanco is a Paraplanner at Prudent Financial Planning, where she plays a key role in developing and maintaining comprehensive financial plans for clients. She is involved in a wide range of responsibilities, including preparing financial plans, building client budgets, organizing financial data, and supporting ongoing client communication.

Jailin works both behind the scenes and directly with clients, participating in meetings and helping ensure that each client’s financial plan is implemented accurately and efficiently. She collaborates closely with Pat to deliver a thoughtful and organized planning experience.

Background:

She graduated from Florida Gulf Coast University (FGCU) and has earned her paraplanner designation. Jailin is currently working toward becoming a CFP® (Certified Financial Planner) professional, continuing to expand her expertise and role within the firm.

Originally from Cuba, Jailin brings a strong work ethic and attention to detail to her role, helping support clients through various stages of their financial lives.

Outside of work Jailin enjoys spending time with family, spending time on the beach, and jet skiing.

PJ Logue

Client Service Associate

PJ Logue is a Client Service Associate at Prudent Financial Planning, where he supports the firm’s day-to-day operations and overall client experience. He assists with onboarding new clients, managing client communications, and maintaining organized financial information, including budgeting and administrative tasks.

Working primarily behind the scenes, PJ plays an important role in ensuring that client needs are handled efficiently and that the planning process runs smoothly. He also contributes to the firm’s social media presence and ongoing outreach efforts.

Background:

Originally from Naples, Florida, PJ began his professional career shortly after high school and has focused on gaining hands-on experience in the financial planning industry. He has a strong interest in investments and is actively working to expand his knowledge and grow within the field, with plans to pursue industry certifications in the future.

Outside of work, PJ enjoys staying active through weightlifting and fitness, and likes going to the beach.