James J. Hoogasian, MBA

James J. Hoogasian, MBA
Financial Advisor

With over twenty three years in financial services, Jim has enhanced his skills as a financial advisor, guiding his clients toward long-term financial success. His practice is dedicated to assisting physicians, health care professionals, corporate executives and business owners pursue their maximum financial potential.

Jim has a reputation for building long-lasting relationships with clients. He helps them understand how money works and empowers them to make informed financial decisions. In addition to developing customized financial strategies, Jim, and his team monitor and manage these strategies to help their clients pursue lifelong financial success.

Jim previously worked at The Medical Center of Central Mass (now known as UMassMemorial Medical Center) as Vice President for Cancer Services and Research Administration. As a well-known scientist and health care administrator, his background provides him with strong analytical, technical and problem-solving skills that bring a disciplined component to his practice.

Jim and his wife live in Shrewsbury and Sandwich, MA. They are the proud parents of two married daughters and six beautiful grandchildren.
 

MEMBERSHIPS & INVOLVEMENT

  • The Worcester Economic Club
  • Town Meeting Member, Shrewsbury, MA
  • Worcester County Sheriff's Association
  • Worcester Estate and Business Planning Council


EDUCATION & LICENSES

  • Anna Maria College - MBA
  • Anna Maria College - MA Biology
  • Clark University - BA Biology
  • Series 6, 7, & 63, with LPL Financial. Series 65 with Integrated Wealth Concepts. Life, Accident and Health Insurance Licensed