Cameron Logar, CRPC, CPTD

Charlotte, NC

 

Thank you for your interest in getting to know me, and I'm looking forward to learning about you!  My mission in life is to help others find joy and belonging, both personally and professionally.  My cup is filled when I can walk away from a conversation helping an advisor and business-owner feel a bit lighter and more clear on their next steps, particularly around how to best leverage the talent at their firm.

 

After graduating from Cornell University in 2006 with a degree in International Development, I fell into the financial services industry and quickly learned that the heart and soul of this industry are people and continuous improvement, my passions.  Since then, I have lived in NYC, Chicago, Philadelphia and Charlotte holding leadership roles in sales, practice management, and advisor development with AllianceBernstein, TD Ameritrade, Vanguard and Dimensional Fund Advisors.  I've been grateful to have the opportunity to speak at industry events across both the financial services and training & development arenas, including national Financial Planning Association and Association for Talent Development events.  I hold FINRA Series 24, 7 and 63 licenses and the Chartered Retirement Planning Counselor and Certified Professional of Talent Development designations.  I'm also a 200-hour Registered Yoga Teacher.

 

I have three big reasons for founding Next Peak... my three fantastic kids.  After nearly 20 years in corporate roles and doing my best to also be a present mom, I wanted to prioritize time with my children while also continuing to do what I love professionally.  My husband, Rich, our 3 kids, rescue-dog and I live in South Charlotte and love spending time together at the beach and around the campfire.  3 fun facts about me... I play on recreational USTA tennis teams, I used to be nearly fluent in Swahili, and I make a mean gluten-free cookie.

 

Please drop me a note - I'm ready to meet you and see how I can help your firm reach its next peak!