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

Villanova, Pennsylvania
Where I went to school and met my husband

New York City, New York (Upper East Side)
My first apartment on my own while working in Midtown at a financial services firm

Pensacola, Florida
Where my husband completed Navy flight training

San Diego, California (Serra Mesa & Coronado)
Where I lived for most of my adult life

Memphis, Tennessee
We did one short tour here (yes, there is a Navy presence in TN!)

Arlington, Virginia
Lived here while my husband worked at the Pentagon

Kanagawa Prefecture, Japan
We lived here for 2 ½ years, including during COVID

Virginia Beach, Virginia (current home)
Our current home