Paula H. Hogan, CFP®, CFA
Founder/CEO

Nate Tiziani, CFP®, CFA
Financial Advisor/
Investment Specialist

Clint Wondra, CPA/PFS, CFP®
Financial Advisor/
Tax Specialist

Paula H. Hogan, CFP®CFA
Founder/CEO

 
Paula H. Hogan, CFP®, CFA founded PaulaHogan in 1992. PaulaHogan is a fee-only financial advisory firm based in Milwaukee, Wisconsin. The firm provides comprehensive fee-only financial planning and portfolio management services to individuals and families and also hosts the Wealthinking blog.

Paula is a nationally recognized leader in the financial advisory field. She has served on the national boards for the Financial Planning Association and for NAPFA, the National Association of Personal Financial Advisors. Advisor One/Bloomberg named Paula to their national list of the “Top 50 Women in Wealth” and Research Magazine featured Paula's thought leadership in its May 2013 cover story.

In addition her work as a financial advisor, Paula writes about financial planning. She has published several articles in the AAII Journal and the Journal of Financial Planning, and co-authored papers for the Wharton Pension Research Council and for The John Marshall School of Law Employee Benefits Annual Symposium.

Paula’s education includes an Economics degree from Princeton University and a Master of Science degree from the Harvard School of Public Health. She and her husband Quinn live on the east side of Milwaukee after having raised four children in Whitefish Bay.
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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