Logan Daniel, CFP®, CRPC®
Senior Associate
Logan Daniel, CFP®, CRPC®, is a Senior Associate for Henssler Financial in the Planning & Implementation Department. His responsibilities include managing client accounts on a day-to-day basis, and working with clients to develop, implement, and monitor their financial plan.
Mr. Daniel joined the firm in 2015 as a Financial Planner, and upon earning his CFP® designation, he was promoted to Senior Financial Planner. He was promoted to Associate in 2018 and became a Senior Associate in 2023.
Prior to joining the firm, Mr. Daniel worked for more than two years at Allen Mooney & Barnes Investment Advisors in a position that included both financial advisory duties and supporting the Operation Dept. He assisted advisers in client portfolio management and serviced client accounts on a day-day basis.
Mr. Daniel was named to the 2024 Atlanta Five Star Wealth Managers list that was published in the October 2024 issue of Atlanta magazine. The Five Star award goes to wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.
Mr. Daniel earned a Bachelor of Science in Family Consumer Sciences and Family Financial Planning from the University of Georgia. Mr. Daniel is a CERTIFIED FINANCIAL PLANNER™ Certificant and a Chartered Retirement Planning CounselorTM Charterholder. He is a member of the Financial Planning Association.
Logan Daniel, CFP® , CRPC®
Senior Associate
Logan Daniel, CFP®, CRPC®, is a Senior Associate for Henssler Financial in the Planning & Implementation Department. His responsibilities include managing client accounts on a day-to-day basis, and working with clients to develop, implement, and monitor their financial plan.
Mr. Daniel joined the firm in 2015 as a Financial Planner, and upon earning his CFP® designation, he was promoted to Senior Financial Planner. He was promoted to Associate in 2018 and became a Senior Associate in 2023.
Prior to joining the firm, Mr. Daniel worked for more than two years at Allen Mooney & Barnes Investment Advisors in a position that included both financial advisory duties and supporting the Operation Dept. He assisted advisers in client portfolio management and serviced client accounts on a day-day basis.
Mr. Daniel was named to the 2024 Atlanta Five Star Wealth Managers list that was published in the October 2024 issue of Atlanta magazine. The Five Star award goes to wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.
Mr. Daniel earned a Bachelor of Science in Family Consumer Sciences and Family Financial Planning from the University of Georgia. Mr. Daniel is a CERTIFIED FINANCIAL PLANNER™ Certificant and a Chartered Retirement Planning CounselorTM Charterholder. He is a member of the Financial Planning Association.
Notable
CERTIFIED FINANCIAL PLANNER™ Certificant
Chartered Retirement Planning Counselor™ Charterholder
11 Years of Financial Services Experience
Member of Financial Planning Association
2024 Atlanta Five Star Wealth Manager