Roger Wohlner

Content Writer

Roger is a financial and business writer who brings his extensive experience as a financial advisor to his writing.

Roger's work has appeared on a number of sites, including ThinkAdvisor, Investopedia, Motley Fool, Time and a number of other sites. In addition, he ghostwrites extensively for a number of financial advisors and other financial services firms.

Expertise
  • Over 25 years as a financial advisor serving both individual clients and advising plan sponsors on their company’s 401(k) and pension plans.
  • Roger writes content for both individual investors and financial professionals. Topics covered include retirement, investing, taxes, estate planning, financial planning and various aspects of practice management.
Education
  • University of Wisconsin-Oshkosh: BBA Finance
  • Marquette University: MBA

Roger's articles