StrategicPoint’s Megan M. Logee earns Chartered Financial Consultant® (ChFC®) designation and is promoted to Senior Financial Advisor.

July 9, 2018 12:57 pm

Providence, RI—(July 1, 2018) – StrategicPoint Investment Advisors (‘StrategicPoint’), a RIA based in Providence, RI, today announced the promotion of  Megan M. Logee, ChFC® to Senior Financial Advisor after earning the Chartered Financial Consultant® (ChFC®) professional designation from The American College. Ms. Logee will advise clients on a broader range of topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning. The promotion of Ms. Logee is another example of StrategicPoint’s continuous investment in talent development and client services improvement.

Since joining the firm in 2013, Ms. Logee has been providing financial planning and investment advice to new and existing clients. Ms. Logee holds the FINRA Series 65 license, as well as RI, MA, CT FL, NY, CO, NH and WA Life and Health Insurance Producers Licenses. She has been featured as a guest on WJAR/NBC10 with Frank Coletta.

Candidates for the ChFC® designation, one of the premier marks in financial planning, must complete a minimum of nine courses and eighteen hours of supervised examinations, as well as stringent experience and ethics requirements. The authority to use the ChFC® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behavior most beneficial for their clients. The American College is the nation’s largest non-profit educational institution devoted to financial services, holding the highest level of academic accreditation.

“We couldn’t be more proud of Megan’s commitment to excellence and dedication to her clients. Megan’s earning of the ChFC® designation demonstrates the proficiency with which she approaches financial planning and the personalized advice she shares with her clients. She is well deserving of the title Senior Financial Advisor.” said Betsey Purinton, CFP®, Managing Partner and CIO of StrategicPoint Investment Advisors.

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                                                         About StrategicPoint Investment Advisors

StrategicPoint is a unique wealth management firm, focused on building long-term relationships with individuals and families. Since its start in 1989 the firm’s goal has been to provide personally tailored advice, while keeping clients’ best interests their number one priority. Their holistic approach integrates investments with financial planning techniques to help guide clients towards financial independence. You can follow the latest StrategicPoint thinking through their weekly e-mails, blog postings and monthly wealth management newsletters covering timely and relevant investment management and financial planning topics at www.strategicpoint.com.

 

CONTACT:
Laura Bard, Marketing Manager, StrategicPoint Investment Advisors
(401) 273-1500      LBard@strategicpoint.com