About
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
Resources from Logan Dunbar
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation