Roger Wohlner
Currnt facilitator
Roger Wohlner

Financial and Business Writer, Ghostwriter for Financial Advisors, Financial Blogger, Fee-Only Financial Advisor

Greater Chicago Area

  • Focus: Contributions are valued by peers
  • Accountability: Thoroughly contributes in all areas
  • Sense of Urgency: Consistently responds in a timely fashion
  • Team: Frequently supports and responds to peers

Awards earned:





Level: LEVEL 02

12 month points: 75 ptsView details

Lifetime points: 202 pts

Writing 2
Financial Servcies
Retirement Planning
Asset Allocation
Strategic Financial Planning
Financial Advisory
Portfolio Management
Estate Planning
Financial Planning
Personal Finance
Wealth Management
Investment Strategies
Financial Goals
Investment Advisory
Mutual Funds
Financial Planners
Fixed Annuities
Asset Management
Retirement Plan Consulting
Employee Benefits
Small Business
Retirement Income Strategies
Pension Funds
Fiduciary Management
Freelance Writing
401(k) Retirement Savings Plans


Roger is a financial and business 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, a financial advisor who would like to write but can’t carve out the time, Roger can help. He writes blog posts, articles, whitepapers, content for newsletters and email campaigns as well as marketing copy. Roger offers editing, review and enhancement services for existing content as well.

One of Roger’s specialties is ghostwriting for financial advisors. Whether you are looking for content for your own site or have the opportunity to be featured on sites like Investopedia, Forbes and Kiplinger, he can help.

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
• Content geared for financial advisors and retirement plan sponsors

Roger’s work has been featured on Investopedia, Morningstar Magazine, Go Banking Rates, US News & World Report, Yahoo! Finance, The Motley Fool, and numerous other sites. His financial services clients include FlexShares, Barclaycard, AIG, Fifth Third Bank, PNC, WisdomTree and others.

In addition, Roger contributes to his own popular finance blog, The Chicago Financial Planner, where he writes about issues concerning financial planning, investments and retirement plans. He still works with a small number of long-time advisory clients, providing him with hands-on insights into the topics he writes about.

Let’s talk about your writing needs.

phone: 847-506-9827


Fee-only Financial Advisor


March 1998 - Present

Provide fee-only financial planning and investment advice, coaching and guidance to individuals and families.

Financial Writer


February 2011 - Present

I use my experience as a financial advisor and my writing background to create articles on various financial planning, retirement and investment topics designed to educate both individual investors and financial advisors. My work has appeared on Investopedia, Morningstar Magazine, Go Banking Rates, The Motley Fool, Time., Yahoo Finance, US News and other sites.

For more information on my freelance financial writing services:

If you are looking for an experienced contributor for your site or if you are a financial services firm or provider looking for help in getting your thoughts out to your target audience I can help.
Here are some samples of my work:
Go Banking Rates
Investor Junkie
US News

Ghostwriter for Financial Advisors


July 2016 - Present

Financial advisors know they need to produce content to get their message to prospects and to their current client base. Advisors don’t always have the time or the necessary writing skills required to produce the high-quality content needed for effective content marketing.

I can help. As a 20-year veteran of the advisory business I speak your language. I understand your business, the services you offer as well as the questions and concerns on the minds of your target readers.

I will work with you to create excellent content for your target audience that reflects your message and your voice. Whether you are looking for blog posts, articles for your newsletter, email campaigns or white papers I can help. I also offer ghostwriting for publications like Investopedia, Forbes and Kiplinger if you have an opportunity to be featured on one of these sites.

Additionally, I offer editing, review and enhancement services for content that you’ve produced.

Let’s talk about your content needs to see how I can help.