Roger Wohlner
Roger is a financial writer who brings his extensive experience as a financial advisor to his writing. Fluent on a wide range of financial topics, his work has been featured in MarketWatch, TheStreet, Investopedia, Morningstar Magazine, GOBankingRates, US News & World Report, Yahoo! Finance, The Motley Fool and a number of other sites. Roger ghostwrites extensively for financial advisors, financial services providers and investment managers. In addition to his work as a financial writer, Roger has over 20 years of experience as a financial advisor. Roger earned his bachelor’s degree in finance from the University of Wisconsin-Oshkosh and his MBA from Marquette University. Check out Roger’s LinkedIn profile.

The Big Risk in Stock-Based Compensation, and How Advisors Can Help

Does a Charitable Trust Make Sense for Your Client?

Venmo, PayPal and Taxes: What to Know About the Latest IRS Rule Change

How to Invest a Year-End Bonus

How to Use a Bond Ladder to Create an Income Stream for Clients

21 of the Best Crypto Jokes

9 Steps to Prepare Your Clients for Possible Job Loss

Does Your Client Need a Trust?


