Meet our Virtual Fiduciary 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, many employees saw their promised retirement income disappear or be dramatically reduced. That moment sparked a sense of urgency for me. I realized I didn’t have a clear retirement strategy of my own. I was contributing to my employer’s 401(k) and receiving benefits I only partially understood, but I lacked confidence in how to invest, how much to save, or whether I was truly on track. Despite earning an Economics degree from a strong academic program, I had never been taught how to make real-world financial decisions. That realization led me to immerse myself in personal finance and ultimately to 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 (outside of Philadelphia, PA)

• 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

• Starting in 2020, we began donating a percentage of our profits to charity. In 2026, we became a member of 1% for the Planet, a global network of businesses that give at least 1% of annual revenue to fund environmental solutions. Learn about the charities we have given to.

• When I am not working, I am taking guitar lessons, reading books for my book club, and trying to outsmart the critters in my organic veggie garden.

Places I’ve Called Home

Because of my husband’s Navy career, we’ve had the opportunity to live in many different parts of the country (and even overseas). I genuinely enjoy connecting with clients who share ties to these places - whether we’re swapping restaurant recommendations, talking about lifestyle differences, or reflecting on how location shapes financial decisions.

Bergen County, New Jersey
Where I grew up: strong community roots, great schools, and lots of other fellow Italian Americans. (I can recognize the entire opening of the The Sopranos).

Villanova, Pennsylvania
Where I went to school and met my husband: Beautiful college-town setting on the Main Line with easy access to Philadelphia.

New York City, New York (Upper East Side)
My first job out of college: Many weekends spent in Central Park and at my favorite museums.

Pensacola, Florida
Where my husband completed Navy flight training: Gulf Coast sunsets and a strong military community, home of the Blue Angels.

San Diego, California (Serra Mesa & Coronado)
Where we lived for most of my husband’s tours: Year-round sunshine, outdoor living, and an incredible mix of beach and city life.

Memphis, Tennessee
Rich musical history, incredible barbecue, and a welcoming community.

Arlington, Virginia
Walkable neighborhoods, proximity to D.C., and a hub for professionals and military families.

Kanagawa Prefecture, Japan
An unforgettable international experience with amazing food, culture, and travel opportunities. Where I learned to surf and play guitar.

Virginia Beach, Virginia (current home)
Coastal lifestyle, strong military presence, and a wonderful place to raise a family. Loving it here so far!