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.

Paula is a nationally recognized leader in the financial advisory field:

  • Bloomberg Wealth Manager named Paula Hogan to its national list of 50 Distinguished Women in Wealth Management in 2008.
     

  • Bloomberg Wealth Manager identified Hogan Financial Management as one of the nation’s top advisory firms for the 4th year in a row (2005, 2006, 2007 & 2008).
     

  • Medical Economics included Paula in its list of the nation’s top advisors for physicians in each of its first six national lists.
     

  • Financial Advisor identified Paula in 2002 as one of “the bright lights who might lead the industry into the future”.
     

  • Mutual Fund Advisor named Paula as one of the nation’s top advisors in two out of two of its annual lists.

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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