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
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 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, 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 and investment management, 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
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Linda Rogers is a NAPFA-Registered Financial AdvisorThe 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.
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Linda Rogers is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Linda Rogers is an Enrolled Agent (EA) with the IRSAn 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.
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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.
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Linda Rogers is a Member of the San Diego Financial Advisors Network
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Linda Rogers is Quoted in the Wall Street Journal: "Helping a Family Move into a Bigger Home"
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Linda Rogers is Quoted in Good Housekeeping: "What Is the Gift Tax? How to Know Whether You Owe"
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Linda Rogers is Quoted in the New York Times: "Why You Should Hire a Financial Planner, Even if You’re Not Rich"
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Linda Rogers is Quoted in Woman's Day: "9 Smart Ways to Plan For Your Dream Retirement"
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Linda Rogers is Quoted on Redfin: "First-Time Homebuyer? Here’s How to Prepare Financially"
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Linda Rogers is Quoted on CNBC: "Why a down market may actually represent an opportunity for investors"
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Linda Rogers is Quoted in USA Today: "How to use the extra money in your paycheck if you avoid tax refunds"
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Linda Rogers is Quoted on NerdWallet.com: "Make a Home Down Payment Without Wrecking Your Finances"
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Linda Rogers is a Committee Member on the NAPFA Consumer Education Foundation (NCEF) Board of Trustees
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Linda Rogers is Quoted in Forbes: "8 Things Financial Advisors Wish You Realized About Retirement"
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Linda Rogers is Quoted on CNBC: "Nearing retirement? This checklist can help you make sure you’re financially prepared"
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Linda Rogers is Quoted on Business Insider: "Here's exactly what millennials should be doing every five years to become rich, according to a financial planner"
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Linda Rogers is Quoted on Business Insider: "What to do in your 20s, 30s, 40s, and 50s to retire with $1 million, according to financial planners"
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Linda Rogers is Quoted on CNBC: "This job challenge should scare older workers"
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Linda Rogers is the Author of LindaVRogers.com Blog
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Linda Rogers is Quoted on How Stuff Works: "5 Ways to Save Money (Besides Giving Up Lattes)"
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Linda Rogers is Quoted on CNBC: "5 ways to make the gig economy work for you"
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Linda Rogers is Quoted on CreditKarma.com: "Credit Karma Guide to Budgeting"
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Linda Rogers is a Featured Guest on Wharton Business Radio
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Linda Rogers is Quoted in Forbes: "Americans Still Missing The Boat On Retirement Savings"
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Linda Rogers is Quoted on Value Penguin: "Is Your College Kid Ready for a Student Credit Card?"
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Linda Rogers is Quoted on Nasdaq.com: "5 Tips to Keep Your Holiday Spending Under Control"
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Planning Within Reach is a Member of the Green Business Network as Listed with Green America
Contact Linda Rogers
Office Locations:
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550 West B Street
4th Floor #142
San Diego, CA 92101
