James W. Hogan,  CFP<sup>&reg;</sup> - Financial Advisor

James W. Hogan, CFP®

CPA

CPA CFP

Cornerstone Advisers

1431 Opus Pl, Ste 200
Downers Grove, IL 60515-1164
FINANCIAL ADVISOR'S WEBSITE
844.340.PLAN
(630) 376-0550
CONNECT WITH James
  • linkedin link

General

James Hogan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Advisers in Downers Grove, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: Illinois
  • Health/disability insurance: Illinois
  • Fixed annuities: Illinois
  • Variable annuities: Illinois

Broker-Dealer Affiliation

Cetera Financial Group

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Business Taxes, Investment Management, Estate Planning, Corporate Finance, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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