Linda Rogers, Owner & Financial Planner

Owner and CERTIFIED FINANCIAL PLANNER™ Professional

linda-roundI started Planning Within Reach to provide practical financial advice to families with young children and those transitioning into retirement.

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 2005, I read about airline companies that were filing for bankruptcy and defaulting on their employee pension plans. Overnight, employees saw their expected retirement income disappear or be greatly reduced. I felt a sense of panic that I, myself, did not have a retirement strategy in place. I had my employer’s 401k plan, among other benefits, that I did not completely understand. Despite graduating with an Economics degree from a great school, I was never taught how to invest my 401k money, or how much I should actually be saving every year towards retirement. That led me to read everything possible about personal finance I could get my hands on, and eventually, to transition into financial planning as a profession.

That same feeling of uncertainty came back in 2011 when I became a new parent. While I thought we were on track financially up to that point, I promptly saw our cash flow surplus disappear with the expenses associated with a newborn child. Now, after seeing myself and countless clients through the same transition, I have developed a strategy to get through this “crunch time” and stay on track for the future.

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, dancing ballet, and hiking with my family.

I hope to work with you.


Contact Me:

Schedule a FREE Initial Call with me
Email Me: linda@planningwithinreach.com
Call Me: (619) 567-9306 x1


In the Media

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Planning Ahead – Estate Concerns

Dear Linda, My father was recently diagnosed with a serious progressive illness. After the initial shock, my siblings and I feel this is a good time to make sure his finances are in order, particularly with regards to estate planning. What do you recommend? Dear Reader, Have your father meet with an estate planning attorney licensed in his state. This type of lawyer specializes in making sure a client’s wishes, with regards to one’s finances, are met in the event... Read More

Best Money-Saving Apps of 2017: Part 2.

Money-Saving Apps Part 2 I am back with another 3 great “money-saving” apps to share. Cardpool Cardpool is one of my favorites. I use it all the time to buy discounted gift cards for Starbucks, AMC and Nike purchases. They have gift cards for Target, Costco, Gas stations and plenty others. You do have to spend the money upfront to buy the gift card, but I usually purchase the “instant cards” from my phone app right before I know I am... Read More