Wealth Advisor & Chief Investment Officer
Logan Sadler is the Wealth Advisor and Chief Investment Officer at Ruggieri Financial & Insurance Services Inc. Logan holds his life insurance license, his Series 65, and is an investment advisor representative operating as a fiduciary. Since 2017, Logan has been working with clients to help identify their retirement goals and build a customized financial plan to see them through the 25+ years of their retirement.
As a passionate advisor, Logan is motivated by the mantra “Those that don’t plan, plan to fail.”
He worked under the mentorship of the firm’s founder, Hugh Ruggieri, for many years. He gained first-hand experience at traditional planning techniques as well as uncovered new investing trends and planning vehicles that allow him to provide clients with comprehensive solutions. As the financial industry evolves for the next generation, Logan and the team will incorporate those changes into their core values of honesty, communication, and relationships.
One of the many things Logan enjoys most about his job is meeting hard-working people, hearing their stories, and helping them make sound decisions to reach their goals. He sees it as an honor that they chose Ruggieri Financial & Insurance Services and knows the value of nurturing long-lasting relationships and guiding people through their financial journey.
Logan was born and raised in Hemet, CA, and now resides in San Bernardino, CA. He married Morgan in 2018, and they’re expecting their first child in September 2021. He surfs, golfs, and mountain bikes to unwind outside of the financial world. Logan also enjoys traveling with his wife to places like the beach, hiking in the mountains, and vacationing at the river.