Linda Rogers

Linda Rogers, Financial Planner

Linda Rogers, Financial planner

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Physical Location:
San Diego, CA – Virtual Office

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Virtual Financial Planner

Linda Rogers, Owner & Founder, CFP®, EA, MSBA

In 2005, I read about airline companies filing for bankruptcy and defaulting on their employee pension plans. Overnight, employees saw their 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 and 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 be saving every year towards retirement. That led me to read everything possible about personal finance that I could get my hands on, and shortly after, transition into financial planning as a profession.

  • CERTIFIED FINANCIAL PLANNER™ Professional

  • Master’s Degree in Financial and Tax Planning from San Diego State University

  • Bachelor’s Degree in Economics from Villanova University

  • Enrolled Agent certificate from the IRS in 2013

  • Creator of The Investing Forward Podcast

  • Author of LindaVRogers.com

  • Over 18 years of experience giving financial advice

  • Since 2020, we have donated 5% of profits to charity. Learn about the charities we have given to.

  • When I am not working, I take surfing lessons, play my acoustic guitar, read non-fiction, and try to outsmart the critters in my organic veggie garden.

Services I can help you with

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One-Time Financial Plan

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.

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Investment Management + Financial Planning

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.

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