Fiduciary and Fee-Only Financial Planning Firm

PWR offers one-time comprehensive financial planning and impact-focused investment management. We are based in San Diego, CA but work with clients worldwide. Our clients are busy professionals and impact investors looking to generate a positive environmental and social return alongside their financial return.

Financial Advisory Services That Save You Time

One-Time Financial Plan

financial planning san diego ca

A one-time comprehensive plan is ideal for families and individuals who want a custom strategy that clearly maps out how to meet their financial goals.

Investment Management + Financial Planning

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Imagine not having to worry about rebalancing your portfolio or choosing appropriate investment options. Let us do it for you so you can focus on the things you enjoy.

Meet Our San Diego Financial Advisors

Linda Rogers San Diego Financial Planner

Linda Rogers, CFP®, EA, MSBA - San Diego 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.”

Planning Within Reach is Different

 

We are building a business of doing right by our clients as fee-only fiduciaries. At PWR, we do not receive any type of sales commission and never sell insurance or any other financial products. Our process is thorough and detailed, but you will find us approachable and honest. We offer our clients customized solutions for a flat project or assets under management fee. We are proudly a woman-owned firm with advisors who will be around to see you through your retirement years.

√ Fee-Only
√ Fiduciary
√ Virtual and Convenient
√ Transparent Pricing
√ Designated Advisor
√ Comprehensive
√ Impact Investments
√ Woman-Owned
√ San Diego

Don’t Be a Statistic - Get a Comprehensive Financial Plan Review

 
one-time comprehensive financial plan project

42% of people won’t have enough savings to retire when they want to.

40% of people don’t know how their investments are allocated, including whether they are invested in tobacco stocks.

Only 37% of all high-net-worth investors have reviewed their portfolio for “impact”, yet the majority of investors believe the success of a company should be measured by more than just its financial performance.

25% of retirees were forced into retirement because of a lack of available work while an even greater percentage noted poor health.