Roger Wohlner

Roger Wohlner Headshot
  • Experienced financial writer whose work has been featured on Investopedia, Morningstar Magazine, Go Banking Rates, U.S. News & World Report, Yahoo Finance, The Motley Fool,, and numerous other sites
  • Experienced financial ghostwriter for financial advisors, financial services firms, and asset managers
  • Veteran financial advisor with 20 years of experience in the industry


Roger is a financial writer who brings his extensive experience as a financial advisor to his writing. His background and experience provide his clients with a unique perspective that most financial writers just can’t offer.

Whether you are a financial services company or asset manager seeking an experienced writer to help you reach your target market, a financial site looking for another financial contributor, or a financial advisor who would like to write but can’t carve out the time, Roger can help. He writes blog posts, articles, white papers, and content for newsletters and email campaigns, as well as marketing copy. Roger offers editing, review, and enhancement services for existing content as well.

Roger is fluent on a wide range of financial topics, including financial planning; investments; retirement planning; mutual funds; ETFs; 401(k) plans, pensions, and other employer sponsored retirement plans; planning issues for baby boomers, millennials, and Gen X; and content geared for financial advisors and retirement plan sponsors


Roger received his MBA from Marquette University and his bachelor's in finance from the University of Wisconsin-Oshkosh.

About The Balance and Dotdash

The Balance makes personal finance easy to understand. It is home to experts who provide clear, practical advice on managing your money. Whether you’re looking to invest, buy a home, save for retirement, or achieve another financial goal, The Balance will answer your questions with straightforward personal financial advice.

The Balance is part of the Dotdash publishing family. For more than 20 years, Dotdash brands have been helping people find answers, solve problems, and get inspired. We are one of the top-20 largest content publishers on the internet, according to comScore, and reach more than 30% of the U.S. population every month. Most recently, Dotdash was named Publisher of the year by Digiday, a leading industry publication.