Paula Hogan (CFA®, CFP®)

Paula Hogan focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties


NAPFA Start Date

August 25, 1995

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This Office

250 W Coventry Ct Ste 202 Milwaukee, WI 53217-3966 Phone: (414) 352-9111 Fax: (414) 352-9166