Linda Rogers, Owner & Financial Planner

Owner and CERTIFIED FINANCIAL PLANNER™ Professional

linda-roundI 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 ten 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 guiding people toward smart decisions and a life free from financial anxiety.

I have volunteered with Operation Homefront, Navy-Marine Corps Relief Society and the Wounded Warriors and enjoy gardening and hiking with my family.

I hope to work with you.


In the Media

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Best Money-Saving Apps of 2017

Best Money-Saving Apps of 2017   Check out these money-saving apps that will save you time and money, with little effort. Ebates.com Ebates.com gives you a percentage (%) of cash back for online purchases (and a few in-store purchases as well). Create an account on their website, choose where you are online shopping, and they will automatically calculate your savings once you make the purchase.  In fact, they send you a $10 gift card just for signing up.  Cons: You can’t... Read More

A Conversation with John

I had an encounter recently with an annuity salesperson – we’ll call him John. John introduced himself as a financial advisor. I said I was a fee-only financial planner, and I don’t charge commissions. He said he didn’t either. The following is a paraphrase of our conversation. I share it with you because it is a good example of questions you should be asking investment professionals before you consider working with them. In particular, question those who sell products. This... Read More