Logan Shalmi

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design
• Asset protection
• Wealth management

About

Logan Shalmi is a financial consultant based in Boca Raton, Florida, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Logan employs a comprehensive discovery process to understand the specific situations of his clients, which include high net worth individuals, families, corporate executives, and businesses. His practice focuses on both growing and protecting client assets while leveraging Oppenheimer's resources to address complex financial issues.

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