Roger Wohlner

Roger Wohlner Headshot
Title: Financial Advisor, Personal Finance Writer
Education: University of Wisconsin-Oshkosh, Marquette University
Location: Chicago, IL
Expertise: Financial Planning, Investing, Retirement, Personal Finance
  • 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.

"My passion is creating financial content that helps demystify complex concepts for my readers. I take pride in being able to write about a wide range of financial topics for audiences ranging from general readers to financial professionals."


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

About The Balance

The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.

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