Logan Lum

Logan joined WHZ Strategic Wealth Advisors in July 2025 as a Lead Wealth Advisor. In this role, he works closely with clients as a part of the practice’s advisory team to develop and implement personalized financial plans designed to support each client’s goals, values, and long-term vision. He focuses on helping business owners, families, and mid to late-career professionals transition to what comes next with clarity and confidence.

He began his career at Ernst & Young as a financial auditor, where he built a strong foundation in financial reporting, analysis, and regulatory compliance while working with clients across a range of industries. For the last three years, he has worked as a financial advisor, helping clients make informed decisions through thoughtful planning, investment guidance, and a personalized approach to their financial lives.

Logan’s approach is shaped by both his professional experience and his educational background in psychology, data analytics, and accounting. He earned dual master’s degrees from Northeastern University, completing an MBA with a concentration in data analytics and a Master of Science in Accounting in just 15 months. He also holds a bachelor’s degree in psychology from SUNY Geneseo and is currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.

Originally from Suffern, New York, Logan now lives in Massachusetts with his fiancée, Nicole, and their golden retriever, Maggie. Outside of work, he enjoys working out, golfing, fishing, hiking, and training in mixed martial arts. As a passionate New York sports fan, he also enjoys the friendly rivalry between New York and New England teams.