Roger Wohlner, CFP®
As a member of NAPFA, Roger accepts no fees or commissions from any provider of financial products or services. Clients can be assured that his advice is based entirely on their needs. Roger has taught college-level finance courses, financial seminars for individuals, and CFP® education courses. He uses his educational background to communicate complex financial concepts to his clients in an understandable manner. Additionally, Roger provides investment consulting services to retirement plan sponsors, endowments and foundations. Roger believes that the successful management of your financial affairs today is the key to the lifestyle that you and your family will either enjoy or endure tomorrow.
Posts by Roger Wohlner, CFP®:
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Setting Up a Solo 401k For the Self-Employed,
Aug 31, 2010
[ 401k Center | Featured ]
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How Do You Know If A Mutual Fund Is A Good Investment?,
Aug 24, 2010
[ Investing Strategies ]
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Are Target Date Funds Really A No Brainer?,
Aug 11, 2010
[ Investing Strategies ]
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Compare Your Company’s 401k Offering With Others Online With BrightScope,
Jul 29, 2010
[ 401k Center ]
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What Snooty Hostesses and 401(k) Plan Sponsors Have in Common,
Jul 12, 2010
[ 401k Center ]
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The Push Towards a Fudiciary Standard For Financial Advisors,
Jul 07, 2010
[ Fee-Only Advising ]
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Are You Being SOLD American Funds For Your 401(k)?,
Jun 30, 2010
[ 401k Center ]
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Does the Senate Really Not Care About 401(k) Participants?,
Jun 14, 2010
[ 401k Center ]
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Financial Conferences and Stock Market Drops,
May 22, 2010
[ Fee-Only Advising ]
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Getting Invitations to Estate Planning Seminars? Here’s What to Look For,
May 08, 2010
[ Banking & Budgeting ]
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