Paula H. Hogan, CFP®, CFA
Founder/CEO

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

Paula H. Hogan, CFP®CFA
Founder/CEO

 
Paula H. Hogan, CFP®, CFA is the founder of Hogan Financial, a Milwaukee-based fee-only financial advisory firm offering portfolio management services and comprehensive planning services to individual and families. Her firm is nationally known for thought-leadership in the financial planning field, in particular for combining sound economic planning principles with a detailed and nuanced understanding of each client's unique circumstances, values and preferences. The firm's investment strategy is centered on the use of low-cost asset class (index) funds, for example as provided by Dimensional Fund Advisors. In its May 2013 cover story, Research Magazine describes Hogan Financial's operational philosophy that is delivered on the day-to-day to clients by the firm's team of professional advisors. Paula also hosts the Wealthinking blog.

Paula has contributed to the field of financial planning through both service and thought-leadership. In 2014 she rejoined the national board of the National Association of Personal Financial Advisors (NAPFA), having previously served on that board from 1999 to 2001. She also served on the national board of the Financial Planning Association (FPA) from 2009 to 2011. In 2002 NAPFA awarded Paula its Robert J. Underwood Award for her substantial contributions to the financial advisory profession. Paula has contributed articles to the Journal of Financial Planning as well as to the AAII Journal, and has co-authored papers for the Wharton Pension Research Council (May 2012) and for the John Marshal Law School Annual Employee Benefits Symposium (April 2013). Bloomberg Wealth Manager/AdvisorOne has named Paula one of the "Top 50 Women in Wealth.

Her 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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