Linda  Rogers

Linda Rogers

| CFP®, EA, MSBA

Planning Within Reach

Fee-Only Financial Planner Located in San Diego and Serving Clients Nationwide

Specialties

  • 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

Visit Us

By Appointment and Virtual
Memphis, TN

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 started Planning Within Reach to provide practical financial advice to working professionals and families with children.

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.