LinkedInRoger Wohlner, CFP®

Roger Wohlner, CFP®

Fee-Only Financial Advisor to individuals, retirement plan sponsors and participants. Finance blogger.

Location
Greater Chicago Area
Industry
Financial Services
Current
  1. Asset Strategy Consultants
Education
  1. Marquette University
Recommendations3 people have recommended Roger
Websites
500+connections

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500+connections
Asset Strategy Consultants

Asset Strategy Consultants

Financial Advisor/Consultant

– Present

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Background

Summary

Experienced Chicago Financial Planner and Investment Advisor serving individual and institutional clients.

email: rwohlner@comcast.net
phone: 847-506-9827

Individual Clients
• Investment advice
• Retirement Planning
• Comprehensive Financial Planning Advice
• College Planning
• Estate Planning
• Insurance Planning
• Tax Planning
• I serve as my client’s Financial Quarterback

401(k) Plan Level Investment Consulting
• Analysis of investment performance against appropriate benchmarks.
• Asset allocation studies as required addressing possible inclusion of new asset classes.
• Development of an Investment Policy Statement (IPS).
• Investment selection in accordance with the IPS
• Investment performance reporting and period client investment committee meetings providing analysis of the retained investment options.
• Recommendations, where appropriate, with regard to retained investment options that do not meet IPS guidelines.
• Annual review of costs associated with the management of the portfolio, to include fees for investment options, custodial and administration.
• Searches as required to replace existing investment options.
• Plan sponsor fiduciary education programs.

Specialties:Investment and financial planning advice for individuals. Investment consulting services for retirement plans, foundations and endowments. All advice is fee-only. No commissions, no product sales, no conflicts of interest. All advice is geared to the best interests of our clients. I am a member of NAPFA, the largest professional group for fee-only financial advisors in the country.

Experience

Financial Advisor/Consultant

Asset Strategy Consultants
– Present (16 years 9 months)

Skills

  • Retirement Planning
  • Financial Planning
  • Asset Allocation
  • Investment Advisory
  • Retirement
  • Endowments
  • Foundations
  • Investments
  • Wealth Management
  • Financial Advisory
  • Retirement Income...
  • Pensions
  • Pension Funds
  • Portfolio Management
  • 401k
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • ERISA
  • Small Business
  • Strategic Financial...
  • Personal Finance
  • Financial Planners
  • Investment Strategies
  • Asset Management
  • Fixed Annuities
  • Financial Goals
  • Retirement Plan...
  • IRAs
  • Wealth
  • Finance
  • See 16+  See less

Education

Marquette University

MBA, Business Administration

Activities and Societies: Graduate Assistant

Whitefish Bay High School

Organizations

NAPFA

Groups

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