Logan Lupia, CRC®
Founder | Retirement and Wealth Advisor, Compass Rose Financial Group
Over the past 20 years, she built her practice around helping clients navigate retirement planning, pension decisions, investment strategy, tax efficiency, income protection, and long-term wealth preservation. Her work with judges, legal professionals, and state employees has become a trusted specialty, particularly where complex retirement systems and pension planning require deeper strategy.
As Founder of Compass Rose Financial Group, Logan is known for combining deep technical knowledge with a modern, highly personalized client experience. Her approach is built on responsiveness, transparency, and practical guidance—helping clients feel informed, protected, and confident about the road ahead.
She believes true wealth management goes beyond investments alone. It’s about creating a plan that supports both your financial future and the life you want to live today.
When she’s not working with clients, Logan enjoys life with her husband, Brian, and their three children—Brecken, Tucker, and Georgiana—along with their Bernedoodle, Gucci. Most weekends are spent at gymnastics meets, baseball fields, soccer games, or out on the lake making family memories.
Logan holds the Certified Retirement Counselor® designation and maintains extensive industry registrations including Series 7, 65, 6, 63, and 26. She is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. She offers securities in South Carolina and is insurance licensed in South Carolina and offers insurance solutions across numerous states nationwide.