Joseph Hogan
CSLP®, CFP®
WealthFD
Founder, Financial Planner
Joseph Hogan
CSLP®, CFP®
WealthFD
Founder, Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Joseph Hogan, CSLP®, CFP®
Fee-Only financial planner located in Mays Landing, NJ, serving clients locally and across the country
Joseph Hogan is a Mays Landing, NJ fee-only financial planner. WealthFD provides comprehensive financial planning, investment management, and retirement plans to help dental professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joseph Hogan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Joe completed his undergraduate coursework through Saint Joseph’s University’s CFP® Certified Program. Joe is involved throughout the industry as a member of FPA, Foundation for Financial Planning, and XY Planning Network.
Joe began in the industry as a Financial Services Professional in a large insurance company. He then worked for a mid-size, fee-only RIA in Philadelphia, PA before becoming the Director of Financial Planning for a boutique firm in West Palm Beach, FL. Joe understands the challenges and opportunities of working for firms of all sizes, compensation models, and cultures. Ultimately, Joe brings this unique perspective to help aspiring planners – translating his experiences into actionable advice for candidates looking to build a strong foundation for their careers and for firm leadership to successfully integrate and mentor early-career advisors.
Outside of work, Joe enjoys spending time with family, snowboarding, golfing, cheering on the Philadelphia Eagles, and nationally advocating for the special needs community.
Joseph Hogan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We Focus on Your Finances, So You Can Focus on Dentistry.
We know what it takes to achieve financial success as a dentist. Our team of dental-specific experts guide you through your financial needs including investing, tax, accounting, and business planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Joseph Hogan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Joseph Hogan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Joseph Hogan is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Joseph Hogan is a Certified Student Loan Professional (CSLP®)Financial Advisors having earned the Certified Student Loan Professional designation (CSLP®) understand the complexities of the student loan repayment options and have the advanced knowledge required provide to high quality student loan repayment planning advice within the scope of a holistic financial plan.
Contact Joseph Hogan
Office Locations:
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117 Royal Saint George Court
Mays Landing, NJ 08330 -
2929 Arch Street
Suite 1700
Philadelphia, PA 19104
