James Hogan
Financial Advisor@ Serviam Financial
Philadelphia, Pennsylvania, United States
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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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Emails and Phone Numbers

@nmfn.com
@northwesternmutual.com
@nm.com
@wholefoodsmarket.com
+1 484574****
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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."

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Work Experience

1818 Market St, Philadelphia, Pennsylvania, 19103, US

Financial Services

9
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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.
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Education

Temple University
Temple University

Business,

Finance

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