Jim Hogan, CPFA

Financial Advisor

Columbus, OH Office

As a financial advisor, Jim Hogan employs a variety of modern planning tools to develop custom financial plans for clients. He focuses on helping clients accumulate and protect their retirement savings, distribution retirement assets in a tax-efficient manner and structure effective estate plans. Jim also serves as the primary advisor for multiple 401(k) plans.

Jim has 17 years of experience in the financial services industry and joined Secure Path Advisory Group (previously Smith Leavitt Insurance Services) in January 2010. Prior to joining the firm, he spent seven years as an advisor and branch manager for an advisory practice in Hilliard, Ohio. Jim’s background also includes 13 years as a mechanical engineer in the manufacturing industry.

Jim has a bachelor’s degree in mechanical engineering from The Ohio State University. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and has passed the FINRA Series 7, 63 and 66 exams.

Outside of work, Jim is a member of the Northwest Bible Church and sits on the board of Lower Lights Ministries, a non-profit organization focused on breaking the cycle of poverty and addiction for young people, adults and ex-offenders. Jim and his wife, Anne, have three children and five grandchildren. In his free time, Jim enjoys playing golf and spending time with his family.