Roger Wohlner has worked in the financial services industry as a fee-only advisor to individual clients and retirement plan sponsors for over 20 years. He holds an MBA from Marquette University and a bachelor’s degree with an emphasis in Finance from the University of Wisconsin-Oshkosh. He has passed the Series 65 – Uniform Investment Adviser Law Examination.
Roger brings his extensive experience as a financial advisor to his writing. His work has appeared on a number of prominent sites, including U.S. News & World Report. He also ghostwrites for financial services companies and for other financial advisors. His work for these clients ranges from articles and blog posts to longer form content, including e-books and whitepapers.
He is fluent on a wide range of topics, including:
- Financial planning
- Estate planning
- Tax planning
- Fiduciary issues
- Business banking and credit
- Business finance
- Retirement planning
- Mutual funds
- 401(k) plans, pensions and other employer sponsored retirement plans
- Planning issues for baby boomers, millennials and Gen Xers
- Content geared for financial advisors and retirement plan sponsors
Roger contributes to his own popular finance blog, The Chicago Financial Planner, where he writes about issues concerning financial planning, investments and retirement. He still advises a small number of longtime financial advisory clients as well.