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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What Does My Fidelity Target Date (Freedom) Fund Invest In?,
Feb 24, 2010
[ Featured | Investing Strategies | Questions ]
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Caution Concerning Annuities in Your 401(k),
Feb 11, 2010
[ 401k Center ]
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Are Bond Funds Risky Business?,
Jan 18, 2010
[ Bonds | Featured ]
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Its 2010 Now What?,
Jan 05, 2010
[ Family Finances ]
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Follow Financial Advisors Using Twitter,
Dec 10, 2009
[ Fee-Only Advising ]
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How is my Financial Advisor Compensated?,
Nov 29, 2009
[ Fee-Only Advising | Questions ]
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Why Are You Running Your Company’s 401(k) Plan?,
Nov 03, 2009
[ 401k Center ]
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Why Should I Care if My Financial Advisor is a Fiduciary?,
Oct 08, 2009
[ Fee-Only Advising | Questions ]
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Bond Funds-Safe Haven or Risky Asset?,
Sep 29, 2009
[ Bonds | Featured ]
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Now That the Stock Market is at an Annual High, What Should You Do?,
Sep 18, 2009
[ Investing Strategies ]
(847) 506-9827
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