Roger Wohlner Headshot

Roger Wohlner

Financial Planning, Investing, Retirement, Personal Finance
Financial Advisor, Personal Finance Writer
University of Wisconsin-Oshkosh, Marquette University


  • Veteran financial advisor with 20 years of experience
  • Experienced financial writer specializing in writing about financial planning, investing and retirement
  • His work is featured on Investopedia, The Motley Fool, Morningstar Magazine, and TheStreet among others


Roger is a veteran financial advisor with more than 20 years of experience and a personal finance writer. He specializes in writing about a wide range of topics including financial planning, investing, mutual funds, ETFs, 401(k) plans, pensions, retirement planning and more.

In addition to The Balance, Roger’s work has been featured in notable financial publications such as Investopedia, The Motley Fool, Morningstar Magazine, TheStreet, Magnify Money among others. He also writes his own personal finance blog, The Chicago Financial Planner. He also takes one writing and editing assignments with financial services firms and financial advisors.

Roger works with long term clients as a fee-only financial advisor. He also works with investment committees of retirement plan sponsors, endowments and foundations to meet their obligations to their stakeholders and beneficiaries.


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