Contact Me

Physical Location:
San Diego, CA
Virtual Office

Phone:
619-567-9306 x1

Email:
linda@planningwithinreach.com

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 16 years of experience giving financial advice
Ballet dancer, hiker, piano and guitar player, voracious reader of non-fiction books, and organic vegetable gardener.

Make an Appointment With Me

My Favorite Blog Posts

PWR Blog

Haven't explored ESG-investing yet? This will help you get started.

You're busy - and you haven't explored ESG-investing yet. Here are some reasons why you may be hesitating.

We are not Robo-Advisors

Robo-advisors fill a need. They are serving people with a small amount of money who haven't traditionally been served by advisors. That being said, PWR is not a robo-advisor and we have no plans to become one.

Allowances for Children

Age 5 is a common age when parents start thinking about issuing an allowance to children. The goal with an allowance is to teach children about personal finance and delayed gratification.