- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Retirement Planning
- Education Planning
- Insurance Analysis
- Cash Flow and Budgeting
- Hourly Planning Fee Structure
- Middle Income Client Needs
- Women\'s Financial Issues
- Families with Young Children
Our Other NAPFA Members
Linda Rogers is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
I am a CERTIFIED FINANCIAL PLANNER™ Professional. I earned my Master’s Degree in Financial and Tax Planning at San Diego State University and my Bachelor’s Degree in Economics at Villanova University. I earned my Enrolled Agent in 2013. I have more than eight years’ experience in the financial services industry, including service as a planner and advisor at a premier wealth management and investment firm in San Diego.
In 2011, I became a new parent. Like so many other new parents, I suddenly realized the great responsibility I’d taken on to ensure my newborn child’s future. That’s why I understand that now is the perfect time to:
- Review your insurance coverage.
- Get estate planning documents in order.
- Understand your cash flow situation.
- Make sure you’re on track for your future family life.
- Plan for retirement.
My process begins with a simple free phone consultation. I don’t judge. I understand that sharing personal finances is personal. I treat all my clients with discretion, confidentiality and trust. My passion is sitting down with people and guiding them towards smart decisions and a life free from financial anxiety.
I thoroughly enjoy life in our beautiful San Diego community. I have volunteered with Operation Homefront, Navy-Marine Corps Relief Society and the Wounded Warriors through the Financial Planning Association and enjoy gardening and hiking with my family.
I hope to work with you.