Logan Dimitrie, CFP®
Connect with Logan: Email
Associate Financial Planner
Logan Dimitrie, CFP® is an Associate Financial Planner at Center for Financial Planning, Inc.® He joined the Center in January 2022 after meeting a few team members while competing in the North American Corporate Chess League.
Logan transitioned from the senior living industry to the financial services industry in December 2018, when he joined the Retirement Plan Services team in the Raymond James operations office. Working as a Senior Retirement Plan Service Associate offered him the opportunity to develop an expertise with Individual Retirement Accounts. At The Center, he is leveraging his experience to support the Longevity practice group while working towards becoming a Financial Planner.
Logan and his fiancée, Sarah, live in Fraser with their rescued German Shepherd. In their free time, they enjoy playing Tennis, traveling to Tennis tournaments, playing board games, and cycling around town.
Education:
Associate of Business Administration, Oakland Community College
Bachelor of Business Administration, Management, Walsh College
CERTIFIED FINANCIAL PLANNER® certification
Awards:
RJFS Outstanding Branch Associate for the second quarter of 2023
Community Involvement:
USTA SEMTA Tennis Team Captain
Noon Optimists of Auburn Hills
AREAS OF FOCUS & INTEREST:
Financial Independence and Retirement Planning
Long-term care planning and the aging process as it relates to financial planning
Financial Independence and Early Retirement (FIRE)
Financial Wellness and Life Satisfaction
The RJFS Outstanding Branch Professional Award is designed to recognize support professionals in RJFS branches who contribute to the success of their advisors and teams. Each year, three winners are selected and recognized during this year's National Conference for Professional Development. To be considered for this award, Branch Professionals must have been affiliated with Raymond James for at least one year and could not have won the award in the past.