Paula Hogan| CFP®, CFA®
- Financial Planning
- Retirement Planning
- Investment Management
- Wealth Management
- Portfolio Management
- Tax Planning
- Charitable Gifting
- Estate Planning
- Employee Benefits
Our Other NAPFA Members
Milwaukee, WI 53217
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Paula Hogan is a Milwaukee, WI Fee-Only Financial Planner serving Milwaukee and all surrounding areas. Her firm specializes in portfolio management and financial planning services tailored to the client's specific circumstances. Paula Hogan is a NAPFA-Registered Financial Advisor, CFP® Professional, and a CFA charter holder. Her firm's strategy is profiled in this May 2013 Research Magazine cover story.
Paula H. Hogan, CFP®, CFA 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 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) for one year, 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.
How The Whole Thing Started - a message from Paula
When I thought about my future career, I knew that I liked working with different people and I knew that I wanted to do something meaningful. With those two things in mind, my first career thoughts were about... healthcare.
I started working in the field and even earned a Master's degree in Health Policy & Management, but continued to feel the pull of both finance and working with individual people.
At that time the whole notion of a comprehensive, fee-only financial advisor did not exist, so I detoured to different positions with a couple of large banks, and, during a maternity leave, I satisfied my desire to work with people by founding and running a pre-school in Odessa, Texas (from "Friday Night Lights" fame).
Eventually, I learned about a new type of financial advisor that was just coming into existence. I realized immediately that the career of comprehensive, fee-only planning would be my calling. I jumped in early and enthusiastically.
While juggling raising a family and running the preschool, I studied for and took both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) exams. The school outlasted my tenure in Texas and was a beautiful place for our children and for our community. I think that's where I solidified my entrepreneurial leanings.
After moving to Wisconsin, with certifications in hand, I worked briefly for an independent financial planner. It didn't take long for me to formalize my own notions of financial advice; in 1992, I started this firm.
Despite my extensive training in financial planning, my prior life and work experiences have been crucial in helping me understand how life ebbs and flows for each of us and how important it is to keep a clear vision of what is meaningful and what you really care about.
From the start, my vision has been to provide individual advice and to take the worry out of personal finance for my clients. Our work is based on truly understanding each client's unique situation, including what stage of life they are in (using a "life cycle theory" of investing), their resources and, importantly, their hopes for the future (this is all part of "comprehensive planning").
A fundamental value to me is that we be worthy of our clients' trust. To me that means high integrity and transparency in our relationships, impeccable reliability in our work, and cutting edge excellence in our advice.
I am pleased to be considered one of the pioneers of the field, but even more so that we have been early adopters at several fundamental turning points (including the use of asset class investing, or index mutual funds, and more recently, the adoption of a life cycle investing point of view). I am proud that we continue to help shape the industry for the benefit of clients everywhere, even as we go about the business of focusing on our own clients.
Paula H. Hogan, CFP®CFA
Founder & CEO
Paula is a nationally recognized leader in the financial advisory field and also host of the Wealthinking blog. In addition to serving on the national boards of both NAPFA and the Financial Planning Association, Paula has contributed numerous articles to the Journal of Financial Planning and AAII Journal. Bloomberg Wealth Manager has named Paula one of the “Top 50 Women in Wealth” and Research Magazine featured her thought leadership in its May 2013 cover story. Paula founded Hogan Financial in 1992 and continues to serve as CEO of the firm.
Clint Wondra, CPA/PFS, CFP®
Chief Operating Officer
Clint Wondra, CPA/PFS, CFPR serves clients as a financial advisor and is a tax specialist for our team.
Prior to joining the firm, Clint was a tax manager for PricewaterhouseCoopers LLP working first in Chicago and then in the Milwaukee office as part of PwC's national personal financial services practice.
He earned both his undergraduate and Masters of Accountancy degrees from the University of Wisconsin-Madison Business School. Clint is a licensed CPA in Wisconsin and Illinois and holds the Personal Financial Specialist (PFS) designation issued by the American Institute of Certified Public Accountants (AICPA). He is also a member of the Financial Planning Association (FPA) and the Wisconsin Institute of Certified Public Accountants (WICPA).
Clint enjoys staying active by golfing, playing basketball and following the P90x extreme workout program. He and his wife, Amanda, live in Germantown.