Paula Hogan
- Role
- Partner Private Wealth Manager at Creative Planning, Inc at Creative Planning
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Partner Private Wealth Manager at Creative Planning, Inc
Dec 2019 — Present · Milwaukee, WI, US
Paula Hogan is a Partner / Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning has over $210b combined assets under management and advisement as of December 31, 2022 for clients in all 50 states. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.
Education
Princeton University
BA cum laude, Economics
1971 — 1975
Harvard University School of Public Health
MS, Health Care Policy & Management
1976 — 1978
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