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, 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.