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Roger Wohlner
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Wendy Gross | Technology Lawyer in Toronto - Outsourcing, FinTech, Blockchain
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Expertise
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Break into Fintech as a Finance Product Manager
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Innovative Technologies Impacting eCommerce and Retail Consumer Tech
Financial and Business Writer, Ghostwriter for Financial Advisors, Financial Blogger, Fee-Only Financial Advisor at Self-Employed
Joined 05/22/2016
Level: LEVEL 01 (12 mo pts: 0 pts)
Lifetime points: 202 pts
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, Money.com 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.
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