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Paula H. Hogan, CFP®, CFA founded
Hogan Financial Management, LLC, a fee-only financial advisory firm in
Milwaukee, Wisconsin in 1992.
Further reflecting her commitment to fee-only planning, Paula served as a member of the national Board of Directors of NAPFA, the nationwide organization of fee-only financial advisors from 1999 to 2001. In 2002, NAPFA awarded Paula its Robert J. Underwood Award for her substantial contributions to NAPFA and to the financial advisory profession. Beginning in January, 2009, Paula starts a three-year term on the national board of the Financial Planning Association. She is a frequent speaker and author in the financial planning field. Several of her articles are posted on the firm’s website at www.hoganfinancial.com, including the May 2007 “Life Cycle Investing is Rolling Our Way” for the Journal of Financial Planning. |
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Paula is a nationally recognized leader in the financial advisory field:
Her education includes an Economics degree from Princeton University and a Master of Science degree from the Harvard School of Public Health. She earned the CFP® and CFA designations in 1986. Paula continues to be active with the Financial Planning Association and NAPFA, and also serves on the policy advisory board for SelectStaff Services, a Milwaukee-based caregiver agency for the elderly. |
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