James Hogan
Temple University
Tell me more about James Hogan?
James Hogan is a financial advisor with Northwestern Mutual, specializing in financial security. With 7.9 years of experience, he focuses on providing expert guidance for a lifetime of financial security. James helps clients identify their financial security needs and find the right solutions for personal, family, and business needs. He designs customized financial plans that help clients monitor and make progress towards their goals. James has worked in various roles at Northwestern Mutual, including College Unit Director and Financial Representative.
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About
I am a financial advisor with Northwestern Mutual. Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I work with clients to identify their financial security needs and then focus on solutions that can help make those financial goals a reality. I help find the right solutions for personal, family or business needs. For additional information, call me at 215-981-1889 or visit my website at jamesahogan.nm.com "We believe our clients should spend more time focused on their personal and professional goals, and less around their financial outline. Through our client-centric financial planning relationship, we design customized financial plans that help clients monitor and make progress towards their goals."
...See MoreWork Experience
Financial Advisor
Financial Advisor
Financial Services
James Hogan's Professional Milestones
- Financial Representitive Intern (2017-05-01~2018-06-01): Developed and implemented financial strategies for clients, ensuring accurate and timely financial statements.
- Treasurer (2015-12-01~2016-12-01): Achieved a 30% increase in savings through effective risk management strategies and strategic decision-making.
Education
Business,
Finance
Skill
Microsoft Excel
Microsoft Word
Retail
Powerpoint
Customer Service
Microsoft Office
Time Management
Teamwork
Leadership
Team Leadership
Sales
Marketing
Social Networking
Communication
Team Building
Microsoft Powerpoint
Certification
Colleagues
Harry Mentonis CLU®, ChFC®, CASL®, WMCP®
wealth management advisor and co-founder of serviam financial | northwestern mutual
Dave Hilton
partner and financial advisor at serviam financial | northwestern mutual
Gary Bradford, CLU, ChFC, RICP
financial advisor and co-founder of serviam financial | northwestern mutual
James Hogan
Financial Advisor
Dave Hilton
partner and financial advisor at serviam financial | northwestern mutual
Other Named James Hogan
Frequently asked questions
We found 4 James Hogan's email addresses
We found 1 James Hogan's phone numbers
James Hogan works for Serviam Financial
James Hogan's role in Serviam Financial is Financial Advisor
James Hogan works in the industry of Financial Services
James Hogan's colleagues are Harry Mentonis CLU®, ChFC®, CASL®, WMCP®,Dave Hilton,Gary Bradford, CLU, ChFC, RICP
James Hogan's latest job experience is Financial Advisor at Serviam Financial
James Hogan's latest education in Temple University