A Few Words about Paula

 
Paula H. Hogan, CFP®, CFA founded Paula Hogan, a fee-only financial advisory firm (formerly known as Hogan Financial Management) in Milwaukee, Wisconsin in 1992.

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

  • Paula served on the national boards for the Financial Planning Association (2009-2011) and for NAPFA (three years ending May, 2001).
  • Bloomberg Wealth Manager/AdvisorOne named Paula as one of Top 50 Women in Wealth in 2011, 2010, and 2008, and her firm as one of the nation's top advisory firms for four years in a row starting in 2005.
  • Medical Economics included Paula in its list of the nation's top advisors for physicians in each of its first six national lists.
  • In 2002, NAPFA awarded Paula its Robert J. Underwood Award for her substantial contributions to NAPFA and to the financial advisory profession.
  • 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.
Locally, Paula has been recognized as a Milwaukee Magazine 5-Star Wealth Manager in 2012, 2011, 2010, and 2009, and served as President of AAII -Milwaukee for four years ending 1995. She currently serves on the board of directors for the St. Camillus retirement community and on the advisory board for Stowell & Associates.

Her education includes an Economics degree from Princeton University and a Master of Science degree from the Harvard School of Public Health. 

Paula is a frequent speaker and author in the financial planning field. Several of her articles are posted on the paulahogan.com website.

 

Life Transitions
Life Transitions
Growing up, getting married, having children, planning a child's wedding, planning your own retirement... we call these moments life transitions, and each has its own special financial needs.
Paula's Recommended Reading List
Paula's Recommended Reading List
Over the years, I have found a few websites and articles that I think are terrific resources, and I wanted to share some of them with you.
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