Linda Rogers

CFP®, MSBA, EA

Planning Within Reach

Owner, Financial Planner

Linda Rogers

CFP®, MSBA, EA

Planning Within Reach

Owner, Financial Planner

My role is not to judge, or say “no”, but to ensure that you have considered everything necessary before making a financial decision. With proper planning, you are in control - whether you want to retire early, pay less in taxes or maximize your portfolio for a changing future. - Linda Rogers, CFP®, MSBA, EA

(619) 567-9306 ext. 1

Originally from New Jersey, Linda Rogers services clients throughout San Diego County and nationwide. She leads the design of PWR's investment portfolios which utilize broad, low-cost investments that integrate environmentally, socially, and governance (ESG) factors.

Linda Rogers is a San Diego, fee-only financial planner. Planning Within Reach (PWR) provides comprehensive financial planning and wealth management.  PWR is a woman-owned firm that specializes in busy professionals and impact investors. PWR and their advisors do not receive commissions and do not hold any insurance licenses or brokerage relationships.

Linda Rogers has over 13 years of experience and focuses on busy professionals and impact investors.  She is a wealth manager, tax preparer, and financial planner offering a one-stop solution for clients interested in sustainable investments. 

Linda Rogers is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

While we work with a wide variety of clients, most of our clients are ages 30-60 and juggling multiple savings goals. Our clients are financially savvy, but need help putting all the pieces together. They are often ready to outsource financial tasks, such as managing their investments and preparing their taxes, so they can focus on their careers and spend more time with their families.

Our clients want a socially and environmentally responsible investment portfolio and appreciate our holistic approach to their finances. They love having one contact for their financial planning, investment management and tax preparation needs, saving them time and money.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning
  • Sustainable Investing

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Novice Investors
  • Busy Professionals

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Linda Rogers is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Linda Rogers is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Enrolled Agent with the IRS (EA)
    Linda Rogers is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • Financial Planning Association
    Linda Rogers is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Linda Rogers

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Office Locations:

  • 550 West B Street
    4th Floor #142
    San Diego, CA 92101

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